Coldstream Wealth Management

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7900 SE 28th St Ste 204
Mercer Island, WA 98040
+1 (206) 466-6200
https://www.coldstream.com

Coldstream Wealth Management, based in Mercer Island, WA, has been delivering personalized financial services since 1996, empowering clients with bespoke strategies tailored to their unique financial goals. With a commitment to building lasting relationships, the firm specializes in areas such as wealth management, retirement planning, tax consulting, and investment banking, ensuring clients have the confidence to take control of their financial futures.

As an independent, employee-owned firm, Coldstream prides itself on a client-first mindset, recently enhancing its leadership structure to further improve service and address unique opportunities. The company also actively engages in community initiatives, reflecting its dedication to serving not just clients but also the broader community.

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