Coldstream Wealth Management
Vincent Lee has extensive experience in wealth management, currently serving as a Wealth Manager at Coldstream Wealth Management since October 2007. At Coldstream, an independent and employee-owned firm, Vincent delivers unbiased financial advice, sophisticated financial planning, and customized portfolio management services to high net worth individuals and families. Prior to this role, Vincent was a Manager at Harris myCFO from 2003 to 2007, further enhancing expertise in financial management and client services.
Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”