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
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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3Q 2020 Market Commentary
October 19, 2020 If, on December 31, 2019, we were told that the total return on the S&P 500 for the first three quarters of 2020 would be 5.57% (which is what it was), many would have concluded that 2020 would be a relatively normal/uneventful...
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Evaluating/Negotiating a Job Offer
September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions. A job search can be competitive and confusing, especially if you haven’t looked for a job in a while. Companies in sectors that have been weathering the...
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A Stalling Recovery?
July 28, 2020 After the S&P 500’s downturn, culminating on March 23rd, it rallied 43.36% reaching its post-COVID high on June 5th. Since that time, the index has been essentially flat.
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Taking the Leap – Buying a Second Home
July 14, 2020 Buying a second home. It has always been an aspirational goal for our family, and with the shelter in place ordinance, the idea of having a safe getaway where we could unwind and get away from my dining-room-turned-office became the motivating factor...
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