Coldstream Wealth Management

Coldstream Wealth Management is a Financial Planner in Kenai, AK, located at 215 Fidalgo Ave Suite 203. The firm operates as an independently owned registered investment advisory firm with over 30 years of experience. As fiduciaries, the advisors prioritize client interests and do not sell financial products. Services include wealth management, family office services, risk management, tax and consulting, endowments and foundations, fund management, investment banking, strategic advisory, and retirement plan services.

The firm provides specialized investment portfolios, comprehensive retirement planning, and estate management. For institutional clients, the firm serves community foundations, healthcare foundations, private education and university foundations, public education and university endowments, and private family foundations. The team acts as a co-fiduciary for endowments and foundations, providing education, guidance, and governance support. For retirement plans, the firm takes co-fiduciary responsibility for key plan activities and provides data-driven consultation to help plan sponsors adhere to ERISA standards.

The firm also offers fund management solutions, including investment due diligence, structuring, monitoring, and realization, as well as cash and liquidity management. Team members share in the ownership of the firm. The Kenai office is one of several locations for the firm, which also maintains offices in Bellevue, Seattle, Mercer Island, Portland, Boise, and Kirkland.

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Coldstream Wealth Management provides fiduciary financial planning and wealth management services in Kenai, AK.

Located on Fidalgo Ave in Kenai, AK, the office sits about 0.1 miles from the Kenai Public Library and is near Leif Hansen Memorial Park, the City of Kenai Fire Department, and the Kenai Police Department.

BizScoreAI assigns an Authority score of 100 out of 100, which measures whether the website shows who is behind the business, a trust signal AI assistants and search engines weigh when deciding whom to recommend. The firm also receives a Technical score of 89 out of 100, which measures whether the website is technically sound, secure and indexable, so search engines can read it without errors.