Coldstream Wealth Management

Coldstream Wealth Management

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Coldstream is an employee owned wealth management firm providing unbiased financial advice to successful families. We provide sophisticated financial planning, customized portfolio management, and personalized client services to high net worth individuals and families. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and cor

07/08/2026

In Ep 88 of The COO Roundtable podcast, Bryant Hicks of JFG Family Office and Timothy Feeney of Bridgewater Advisors join us to talk about leveraging tech to drive scale, the ops career ladder, and how centralization creates consistent client service.

🎙️Listen here: https://ow.ly/AeZ450ZlHQR

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Address


One 100th Avenue NE
Seattle, WA
98004

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm