WEALTH MANAGEMENT
MEANS PEACE OF MIND
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We start with your goals, financial and otherwise, and an investment strategy that will get you there. 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.
Our team delivers in all the ways people expect from an investment firm, and in ways that go above and beyond. Our clients tell us that our investment in them is more than financial. Why do we care so much? Because we know that choosing to work with us means trusting us to guide your family—and to us, there’s no greater honor.
25th ANNIVERSARY
CELEBRATING 25 YEARS OF SERVICE
This year, the Coldstream team is proud to celebrate 25 years serving clients. What does this milestone mean to us? A lot. It means 25 years showing up for our clients, their kids, and their kids’ kids, in the office and beyond. Twenty-five years helping families like yours reach your goals, financial and otherwise; celebrating new homes, college graduations, early retirements. It’s been an honor to spend 25 years serving you, and we can’t wait to see what we’ll accomplish together in the next 25.
STAY INFORMED
Taxes and Stock Options; Moving Forward Mindfully
May 12, 2021 Now that we’ve discussed the different types of stock option plans available to employees, it’s time to take a dive into how to leverage those options, striving to preserve wealth as best as possible. As per my last post, there are three...
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Stock Options: A Primer
May 7, 2021 Companies are always looking for relatively inexpensive ways to increase the odds of getting the best workforce to join them. In the Technology sector, these ‘inexpensive’ ways often translate into offering employees stock options as incentives that don’t hit their cash reserves...
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Coldstream and Paracle Advisors Merge
SEATTLE – May 3, 2021 — We are thrilled to announce today the merger of Coldstream Wealth Management and Paracle Advisors, creating a prominent independent wealth management firm in the Pacific Northwest! Read the complete press release here.
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What You Need to Know About the New Washington State Long-Term Care Act
April 26, 2021 Washington State has passed a new law mandating public long-term care (LTC) benefits for Washington residents. The Long-Term Care Act was created to reduce pressure on the Medicaid system and will be paid for by a 0.58% tax on employee wages. While...
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Market Commentary: ALL ABOARD!
April 12, 2021 THE US ECONOMY What a difference a year makes. After some glitches early on, the vaccine roll-out in the United States appears to be going well, especially when compared to the roll-out in the great majority of other countries. As the US...
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5 Easy Ways to Declutter Your Financial Life
April 7, 2021 Decluttering. Thanks to Marie Kondo, meditation gurus and an amazing amount of time at home, we have all had opportunities to declutter our closets, our monkey minds and our “working-from-home” space (formerly known as the dining room). But what does it mean...
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Coldstream Recognized on Barron’s 2021 Top 1200 Advisor Rankings
Bellevue, WA – March 25, 2020 We’d like congratulate Kevin Fitzwilson and Joe Cervantes for their recognition in Barron’s 2021 Top 1200 Advisor Rankings. Kevin and Joe are among the top advisors in Washington State again this year! We thank you for your dedication and...
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How To Avoid a 10B5-1 Meltdown
February 3, 2021 Well, if you don’t know what a 10b5-1 plan is yet, you may aspire to be in a place to need one. For some, they are a necessary evil. For others, they are downright mystifying. But let’s take a look at their...
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Market Commentary: A Year Like No Other
January 19, 2021 First, and most importantly, we hope you are safe and doing well, and we look forward to being able to see many of you in person in 2021. Since March, financial markets and the global economy have been dominated by the spread...
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There’s a lot Going On… Thoughts on Philanthropy in the Time of COVID-19
October 20, 2020 I know I’m one of the lucky ones. Coldstream has weathered the COVID-19 storm well. Others have not been as fortunate. With furloughs, layoffs, and all the other challenges we are facing in 2020, people are hurting. And so are charitable organizations...
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