Paracle Advisors Email Format

Investment ManagementWashington, United States11-50 Employees

Paracle Advisors operates in the investment management field by integrating financial planning with investment strategy for families seeking confidence in their financial lives. The firm aims to understand each client's unique circumstances to collaboratively design and implement a plan, while providing ongoing expertise. As wealth managers, they examine a client's total net worth rather than focusing solely on a portfolio, with the goal of simplifying investments and delivering tailored guidance. 

It functions as an independent registered investment adviser that adheres to a fiduciary standard, prioritizing clients' interests and avoiding product sales in favor of the best-fitting solutions. Based in Mercer Island, Washington, the organization serves a private client base with a small to mid-sized team. In 2021, coverage indicated that Coldstream Capital Management merged with Paracle Advisors and the combined entity operated under the Coldstream brand, reflecting a notable development in its corporate structure.

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