Coldstream Wealth Management

Coldstream Wealth Management

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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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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