Coldstream published a financial planning document detailing a 5-year timeline for successfully transitioning clients from a G1 advisor to a G2 advisor.
Published
Signal category
Research & Knowledge
Quote
“Financial Planning details the 5-year timeline for successfully transitioning clients from a G1 advisor to G2.”
— Matt Sonnen|Coldstream team
Company
- Industry
- Financial Services
- Location
- Bellevue, US
- Company size
- 263 employees
Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.
Founded 1996