February 2, 2017 In Coldstream Happenings By Lauren Bayer

Coldstream Grows with the Addition of Rainier Group

On behalf of everyone at Coldstream, we proudly welcome the latest addition to our family of services: The Rainier Group, a Bellevue firm that offers investment advisory and mid-market business consulting services. Founded in 1988 with many of the same core values that have contributed to Coldstream’s success, Rainier Group will join us as a 6th client advisory team while also adding a new affiliate business consulting arm to our suite of complementary client solutions.

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November 29, 2016 In Coldstream Happenings, Disability Advisory Services By Lauren Bayer

Coldstream’s DAS at Outdoors For All Gala

Coldstream’s Disabled Advisory Services (DAS) team celebrated with our guests at Outdoors For All’s annual gala in October. The evening raised over $350,000 for programs that enrich the lives of people living with a disability through outdoor recreation experiences. OFA is the nation’s leading year-round recreation program, serving over 2,400 individuals each year. Thanks to our supportive guests and the incredibly passionate Coldstream team!

March 4, 2016 In Coldstream Happenings, Wealth Management By Lauren Bayer

George R. Pierce & Associates Join Coldstream

SEATTLE, WA – March 4, 2016 – Coldstream Wealth Management announces their merger with George R. Pierce & Associates (GP), an independent wealth management firm based in Seattle, WA, and the opening of a downtown office on Lake Union. Coldstream, advising over 600 households and $1.57 billion in assets as of December 31st, 2015, adds approximately 300 households and $325 million in assets with the addition of GP. Post-closing, GP will take on Coldstream’s name.

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December 17, 2015 In Board of Directors, Coldstream Happenings By Lauren Bayer

Coldstream Welcomes Two New Members to Board

Coldstream Holdings, Inc. welcomes John Orehek and Gary Rubens to the firm’s board of directors. With access to new networks and diverse industry expertise, these additions mark a key achievement for Coldstream Holdings, Inc. and its subsidiaries—Coldstream Wealth Management, Fit Insurance, Genesee Investments, and Ascent Capital—as they move forward on a focused path towards continued strategic growth.

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December 15, 2015 In Planning, Strategic Philanthropy, Tax Strategy By Brian Plowman

Charitable Giving: Options & Deadlines for 2015

As the year comes to a close, you may be considering charitable gifting. With so many mechanisms to do so, it is necessary to plan ahead. Start by deciding who will receive your donation. We are here to help with the what, how, and when of charitable giving.

Although using cash is the simple and straightforward method for gifting, it may be advantageous to consider your options before writing that check. For example, if you were to liquidate securities in order to raise cash for the donation, you would be responsible for paying taxes on the possible gains associated with the sale. Any capital gain would negate a substantial portion of the tax benefits of charitable giving. READ MORE

December 15, 2015 In Coldstream Happenings By Lauren Bayer

Coldstream News – Retreat, Celebration, & Events

Building Connections & Fostering Growth

At Coldstream, we believe that our people and our culture are key components to our success. This September we hosted an all-company retreat in Seabrook, WA, focused on strengthening ties between our teams. Over the course of two days, we engaged in a variety of team building activities that helped us get to know each other better and create memorable experiences. We find that when we build connections between employees, we develop a stronger foundation from which to better serve you.

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