Coldstream Wealth Management | Seattle | Bellevue
19843
home,page-template,page-template-full_width,page-template-full_width-php,page,page-id-19843,tribe-no-js,tribe-bar-is-disabled,,select-child-theme-ver-1.0.0,select-theme-ver-4.2,stockholm-child,wpb-js-composer js-comp-ver-5.4.4,vc_responsive

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

    Year-End Tax Planning in Light of Proposed Tax Changes

    Year-End Tax Planning in Light of Proposed Tax Changes

    Year-end tax planning is tricky when there is still uncertainty about how tax laws may change next year. However, the Build Back Better bill passed by the House on November 19th gives us the clearest indication of what changes may be ahead. Interestingly, many of...

    READ MORE
    Charitable Gift Fund FAQs

    Charitable Gift Fund FAQs

    A Donor Advised Fund (DAF) is a great way to manage donations to your favorite causes while optimizing your tax advantages. With a DAF, you can take a current tax deduction as you pre-fund your future gifts to charities.  Also known as a “Charitable Gift...

    READ MORE
    Making a Settlement Last: Advice for Attorneys, Legal Teams, and Clients

    Making a Settlement Last: Advice for Attorneys, Legal Teams, and Clients

    Lengthy hours are spent arriving at a settlement agreement or achieving a verdict. Most of the time, these monetary settlements are awarded to individuals and families who are not equipped to manage this sudden wealth. A financial disbursement can cause a range of reactions from...

    READ MORE
    Tips for Microsoft Open Enrollment

    Tips for Microsoft Open Enrollment

    Open Enrollment at Microsoft begins in early November.  The following is a summary of elections to consider, and as always, please reach out to your Coldstream advisory team if you have questions. HSA (Health Savings Account) If you choose an HSA eligible health plan, you...

    READ MORE
    Save More For Retirement With Your Health Savings Account

    Save More For Retirement With Your Health Savings Account

    As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings Account (HSA).  An HSA is a medical savings account available to anyone enrolled in an HSA compatible high-deductible health plan (HDHP).  For 2021 and 2022,...

    READ MORE
    Introduction to Medicare

    Introduction to Medicare

    If you’re over 65, chances are you’re familiar with Medicare. Some 62 million people are enrolled in Medicare today. But many Americans have little knowledge of this government-run health insurance program, which could play an important role in your retirement planning. What does Medicare cover?...

    READ MORE
    Permanent or Temporary: The Economic Impact OF COVID-19

    Permanent or Temporary: The Economic Impact OF COVID-19

    Although the COVID-19 induced recession last year was short-lived, the on-going effects of COVID-19 on the global economy persist.  Prior to the pandemic, the U.S. inflation rate was contained; GDP growth, though positive, was struggling to rise above 2% annually; the super-cycle of commodity price...

    READ MORE
    Embrace the Stages of Widowhood Toward Your New Life

    Embrace the Stages of Widowhood Toward Your New Life

    When we suffer a loss in our life, we experience stages of grief, such as shock, anger, and eventually acceptance. Becoming a widow is a deeply emotional and stressful time for a woman, no matter whether she had time to prepare for her spouse’s death...

    READ MORE
    Creating Confidence for Women in Their Investment Decisions

    Creating Confidence for Women in Their Investment Decisions

    We all want to feel secure in our future and confident that we are making the right financial decisions to help us achieve that security. Unfortunately, this isn’t the reality for some women. Research has shown that women typically are less confident than men when...

    READ MORE
    Spotting Common Conflicts of Interest: What Every Investor Needs to Know

    Spotting Common Conflicts of Interest: What Every Investor Needs to Know

    A conflict of interest is anything that puts the investor at risk for the personal gain of the financial professional. Such conflicts of interest generally put the interests of the professional ahead of the investor, and in some cases can even cause harm to the...

    READ MORE

WE’RE HERE TO SERVE YOU.

Let’s start the conversation today; contact us to schedule your personal consultation.