Disability Advisory Services Sponsors WSAJ for 2nd Year

Coldstream’s Disability Advisory Services (DAS), always dedicated to delivering holistic financial guidance to individuals with a disability who have received a financial settlement, is proud to announce their comprehensive gold sponsorship with the Washington State Association for Justice (WSAJ) for the second year in a row.

The “oldest and largest civil justice advocacy organization in the Pacific Northwest,” WSAJ collaborates with Washington’s top legal and consumer protection groups to ensure the rights of wronged consumers, injured citizens, patients, and workers are upheld.

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Coldstream Grows with the Addition of Rainier Group

On behalf of everyone at Coldstream, we proudly welcome the latest addition to our family of services: The Rainier Group, a Bellevue firm that offers investment advisory and mid-market business consulting services. Founded in 1988 with many of the same core values that have contributed to Coldstream’s success, Rainier Group will join us as a 6th client advisory team while also adding a new affiliate business consulting arm to our suite of complementary client solutions.

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Coldstream’s DAS at Outdoors For All Gala

Coldstream’s Disabled Advisory Services (DAS) team celebrated with our guests at Outdoors For All’s annual gala in October. The evening raised over $350,000 for programs that enrich the lives of people living with a disability through outdoor recreation experiences. OFA is the nation’s leading year-round recreation program, serving over 2,400 individuals each year. Thanks to our supportive guests and the incredibly passionate Coldstream team!

George R. Pierce & Associates Join Coldstream

SEATTLE, WA – March 4, 2016 – Coldstream Wealth Management announces their merger with George R. Pierce & Associates (GP), an independent wealth management firm based in Seattle, WA, and the opening of a downtown office on Lake Union. Coldstream, advising over 600 households and $1.57 billion in assets as of December 31st, 2015, adds approximately 300 households and $325 million in assets with the addition of GP. Post-closing, GP will take on Coldstream’s name.

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Coldstream Welcomes Two New Members to Board

Coldstream Holdings, Inc. welcomes John Orehek and Gary Rubens to the firm’s board of directors. With access to new networks and diverse industry expertise, these additions mark a key achievement for Coldstream Holdings, Inc. and its subsidiaries—Coldstream Wealth Management, Fit Insurance, Genesee Investments, and Ascent Capital—as they move forward on a focused path towards continued strategic growth.

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Coldstream News – Retreat, Celebration, & Events

Building Connections & Fostering Growth

At Coldstream, we believe that our people and our culture are key components to our success. This September we hosted an all-company retreat in Seabrook, WA, focused on strengthening ties between our teams. Over the course of two days, we engaged in a variety of team building activities that helped us get to know each other better and create memorable experiences. We find that when we build connections between employees, we develop a stronger foundation from which to better serve you.

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Washington’s GET Program Updates Explained

img-logo-getMany parents in the Pacific Northwest choose to start saving early for their children’s education, including participating in Washington state’s Guaranteed Education Tuition (GET) program. However, as tuition starts lowering with the College Affordability Act, the state felt it was necessary to reevaluate the GET program. Board members announced this August that they would be implementing steps to protect participants who bought into the program and assumed tuition would rise. The plan, which goes into effect on August 19th, includes the following:

  • Refunds on amortization fees for investors who purchased credits after 2011
  • Reimbursements for GET credits bought after July 1st, 2015, and
  • Two-year suspension of new enrollments in the program.

Looking to find out how these updates affect you and your savings? The GET Committee provided the following frequently asked questions about what lower tuition means for the program:*READ MORE

Coldstream Recent & Upcoming Events Q3:2015

RECENT EVENTS

The past quarter has been busy for Coldstream and its employees! We celebrated our 19th Anniversary in April with an office party, and presented another great Strategas Market Update in May. We participated in the Eastside Baby Corner’s inaugural Diaper Drive, winning the “Preakness” Division by donating over 2,290 diapers. Plus, our head of business development Detlef Schrempf and his foundation raised nearly $1,000,000 for local children’s charities at their gala and golf events in June. A selection of Coldstream staff members attended the gala to support and congratulate their colleague.

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Coldstream Named One of Washington’s 100 Best Companies to Work For

IMG_3951Coldstream Capital Management has been named one of Washington’s 100 Best Companies to Work For by Seattle Business magazine. An awards ceremony took place on July 1st to announce the winners among Seattle’s top businesses and leaders. Coldstream was one of 32 midsized businesses selected out of over 300 applicants who participated in the 2015 survey and was named #22 in that category.

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Stay Safe from Hackers! How to Protect Against Cyber Fraud

Every day hackers and tech thieves discover new ways to get your information, pretending to be someone you know or trying to get you to spill your secrets. Just yesterday, TD Ameritrade announced that someone was sending fake internet “phishing” emails that asked for personal information. Our partners at Fidelity saw cyber security as a rising threat as well, sharing a video last month on the topic and providing patrons with a takeaway for protecting personal data.

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