Our Team
Meet Our Team
Teams
- Wealth Management
Locations
- Mercer Island
Roles
- Wealth Manager
- Wealth Strategy Group
Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC
Wealth Manager
Ian is a seasoned wealth manager at Coldstream Wealth Management, specializing in helping affluent families navigate the complexities of wealth preservation, growth, and multi-generational planning. With a deep commitment to understanding his clients’ unique goals, Ian works closely with families to develop tailored strategies that align with both their immediate and long-term financial objectives.
Ian holds multiple prestigious designations, including the Chartered Financial Analyst® (CFA®), Certified Financial Planner (CFP®), Chartered Special Needs Consultant® (ChSNC®), and Certified Private Wealth Advisor® (CPWA®). These credentials reflect his expertise in investment management, comprehensive financial planning, and specialized strategies for clients with complex needs.
A graduate of Seattle Pacific University, Ian has built a reputation for combining technical proficiency with a genuine, client-centered approach. He takes pride in offering not only sound financial advice but also an empathetic, approachable presence that fosters trust and long-lasting relationships.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors. The ChSNC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
MOST TREASURED THING I OWN
My guitar collection
ONE PIECE OF ADVICE
Take the time to develop a philosophy and purpose for your wealth. This will give you the best chance of identifying objectives that will drive long-term happiness and fulfillment and will help your advisor to craft a plan that reflects your values.
HOBBIES
Outside of work, I enjoy spending quality time with my wife and daughter, playing guitar, and Orange Theory workouts.
Recent Article Contributions
February 4, 2025
The Social Security Fairness Act: Will Your Benefits Change?
On January 5, 2025, the Social Security Fairness Act was officially signed into law, repealing both the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). These changes stand to meaningfully increase monthly Social Security benefits for workers who receive a pension based on work not covered by Social Security. What is the Windfall Elimination [...]
Contributions from: Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC
January 1, 2025
3 Reasons Why Consulting After Retirement Can Be a Smart Move
Many of our clients who retire from large technology companies or start-ups have been approached with opportunities to consult or serve as a board member. While it’s tempting to step away from work entirely, there are several reasons why setting up a business and taking on part-time work may be beneficial for your overall retirement [...]
Contributions from: Anne Marie Stonich, CFP®, CPA, Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC
January 1, 2025
Top 3 Year-End Tax Planning Strategies in a Down Market
Sometimes the markets take us on quite a ride over the course of a year. If you find yourself nearing the end of the year facing portfolio losses, use it as an opportunity to take advantage of some effective tax planning strategies. If you are the kind of person who finds checklists helpful, we’ve compiled [...]Contributions from: Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC