Coldstream Wealth Management | Seattle | Bellevue
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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

    Sending Your Child Off to College: A Financial Checklist

    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

    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

    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

    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

    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

    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?

    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

    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

    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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    2021 Q2 ISG Panel – ESG, Socially Responsible, and Impact Investing

    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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WE’RE HERE TO SERVE YOU.

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