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
The Analysis of Structured and Lump Sum Payouts – What’s Right for Your Client?
DECISION TIME For personal injury attorneys, long hours spent in depositions, research, trial preparation and communications with defense counsel all culminate into successful mediation, or in some instances, a trial verdict. A person’s pain and suffering, future earning potential, and lost wages will be calculated,...
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Market Commentary: 3Q 2021
The US Economy: Will it be too hot, too cold, or just right? At first glance, the information we consider in evaluating whether the economy will be “too hot, too cold, or just right” appears to be confusing. Depending on what data you focus on,...
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COVID-19 Office Policy: Open By Appointment Only
Due to covid, our offices are currently open by appointment only. Coldstream is taking extra precautions to ensure the safety of our clients, visitors, and team members. Guests who wish to visit our offices without wearing masks will be asked to affirm upon arrival that...
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2021 Q2 ISG Panel – ESG, Socially Responsible, and Impact Investing
What is the difference between ESG, socially responsible, and impact investing? This question and may more were answered during last week’s webinar. Members of our Investment Strategy Group, Howard Coleman, Hans Krippaehne, Chris Chung, and Nina Rose, gathered to discuss all things ESG. They also...
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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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