Coldstream Email Format

Financial ServicesWashington, United States201-500 Employees

Coldstream Wealth Management operates as part of Coldstream Holdings, Inc., an employee-owned financial services firm based in Bellevue, Washington. Investment advisory services are provided through Coldstream Capital Management, Inc., doing business as Coldstream Wealth Management, while property and casualty insurance is offered by FIT Insurance, Inc., doing business as Coldstream Risk Management. The firm has served high-net-worth clients since 1996, helping them navigate financial complexities to pursue their financial and lifestyle goals. The arrangement links advisory and risk-management offerings, presenting an integrated approach to managing wealth.

The company is a mid-sized firm in the financial services sector, based in Bellevue, Washington, with expansion activity beyond the state. In 2026, Coldstream opened a new office in Bend, Oregon.

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