Blog - Coldstream Wealth Management

Walk and Roll Event

Posted September 26, 2012

Come join Coldstream team members for the 2nd annual Walk and Roll event held at Seattle’s Greenlake Park on Saturday October, 6th 2012. This is our second year teaming up with the Spinal Cord Injury Association of Washington. SCIAW is the Washington State organization for...

“Standing in the Gap” support from Coldstream

Posted September 26, 2012

Coldstream team members Hilary, Susan, Carolyn, James, Vince and Kevin have had the opportunity to attend the annual Recovery Cafe event ‘Standing in the Gap’ for the past several years. Introduced to us by a client, the Cafe offers a safe haven for those struggling...

Coldstream Acquires Ascent Capital

Posted August 9, 2012

Coldstream Acquires Ascent Capital Chris Blakeslee joins Coldstream as Portfolio Manager BELLEVUE — June 28, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Ascent Capital, a real estate lending partnership specializing in lending to single family home builders in King, Snohomish...

Coldstream Acquires Pacific Northwest Insurance

Posted July 18, 2012

Combined platforms enhance integrated wealth management services BELLEVUE — July 18, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Pacific Northwest Insurance (“PNI”), a property, casualty, life insurance and employee benefits specialist based in Kirkland, WA since 1992. Rob James, PNI...

Choppy Waters

Posted July 17, 2012

After a strong first quarter of the year, market sentiment in the second quarter eroded amid a variety of macro factors. These factors included the impact of the fiscal cliff facing the US economy heading into 2013, the turmoil from the European financial crisis, economic...

A Refreshing Twist to the Pitfalls of Sudden Wealth Syndrome

Posted July 17, 2012

In 2009, Sports Illustrated estimated that 78% of NFL players are bankrupt within two years of ending their careers, and that 60% of NBA players are broke within 5 years of retiring. Although not as dismal, Lottery winners also have an extremely poor track record...

Walk and Roll Event

“Standing in the Gap” support from Coldstream

Coldstream Acquires Ascent Capital

Coldstream Acquires Pacific Northwest Insurance

Choppy Waters

A Refreshing Twist to the Pitfalls of Sudden Wealth Syndrome

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