Coldstream Wealth Management
Coldstream is an employee-owned financial services firm.
07/15/2026
Congratulations to Jack Gardner on earning his Financial Paraplanner Qualified Professional™, FPQP® designation!
Earning the FPQP® designation requires completing 144 hours of coursework, studying, and a final exam - resulting in gaining a strong foundation for financial planning.
We can't thank you enough for being an essential member of our Coldstream team!
07/09/2026
Congratulations to Bethany Purkapile on earning her Financial Paraplanner Qualified Professional™, FPQP® designation!
Earning the FPQP® designation requires completing 144 hours of coursework, studying, and a final exam - resulting in gaining a strong foundation for financial planning.
We can't thank you enough for being an essential member of our Coldstream team!
07/06/2026
Welcome to the team, Krisztian Jeszenszki!
As a Client Service Associate in our NE Portland office, Krisztian will work with busy individuals and families to provide worry-free solutions to some of their daily stressors.
07/03/2026
Our offices will be closed this Friday, July 3rd in honor of Independence Day.
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Category
Website
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 |