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
Coldstream and Rosenbaum Financial Merge
SEATTLE – September 22, 2021 — We are thrilled to announce today the merger of Coldstream Wealth Management and Rosenbaum Financial, reinforcing our leadership in the Pacific Northwest! Read the complete press release here.
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Sending Your Child Off to College: A Financial Checklist
Starting college is a big life transition for both students and their parents. While your student may be focused on orientation and choosing courses, there are some important financial considerations that accompany this change as well. Some are administrative items for you to consider, such...
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Planning for Oregon’s New State Taxes
KEY INSIGHTS Residents of Portland, Oregon, and the surrounding area (within Multnomah County) have two new income taxes effective January 1st, 2021: The Metro Tax is a 1% personal income tax on income over $125K for single filers and $200K for joint filers. The Multnomah...
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Planning for Biden’s Proposed Tax Changes
SUMMARY President Joe Biden has proposed substantial changes to the tax code, mainly focused on individual income and investment taxes, and at least some of them stand to have a significant impact on high-net-worth investors. The proposed changes create challenges, but also planning opportunities. This...
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Navigating Washington State’s New Capital Gains Tax
The newly approved Washington state capital gains tax presents new challenges in tax and estate planning for high-net-worth individuals and families. If you are intending to sell a long-term investment, planning is critical to minimize your capital gains tax. Here’s an overview of what you need to...
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Getting The Most From Your Microsoft Benefits
Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. EQUITY AWARDS Your annual grants of Microsoft shares...
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Invest with Pride: Finding the Right LGBTQ+ Financial Planner
June is always a great month – welcoming in summer, longer sun-filled days, and tons of rainbows everywhere. Rainbow flags, that is. Along with the summer solstice and all things vitamin D, June is Gay Pride Month, where everyone has that uncle/cousin/sister, enjoys joyful, colorful...
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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 while onsite at our offices. Guests who wish to visit our offices will be asked to wear a...
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