Coldstream Wealth Management

Welcome to the team, Kaileigh Loughery!

As an Office Administrator & Client Service Associate in our Seattle office, Kaileigh manages all front desk operations and processes new client paperwork.

We're happy to have you, Kaileigh!

📖 Our story is a collection of stories. Over the past 30 years, we’ve welcomed incredible firms and teams who chose to join us, each bringing their own legacy, expertise, and relationships. Together, we’ve built something stronger than any one firm alone.

To every team that has become part of our journey—thank you. We’re proud of what we’ve created together and excited for what’s ahead🥂

Read more: https://ow.ly/xJ4c50Z5oKz

Choosing a financial advisor is one of the most important long-term decisions you’ll make. The challenge? Knowing how to find the right one.

We’ve outlined five essential questions to ask when evaluating an advisor, so you can feel confident in who you trust with your future. Read more here from the Portland Business Journal:

5 questions to help you choose the best financial advisor for the long haul - Portland Business Journal Here are five questions to ask prospective advisors to help you find the best match that will support your financial goals in the present and the future.

Our offices are closed today in honor of Memorial Day.
We will resume regular business hours on Tuesday, May 26th. Enjoy your holiday weekend!