Coldstream’s DAS initiative delivers unparalleled guidance by focusing on customized financial planning and strong advocacy. Settlement recipients and their family have already faced significant life-altering issues and financial challenges. We understand it is a mission critical requirement that their financial assets are guarded for the life-long known and unknown needs that are certain to emerge. Coldstream ensures that the finest financial guidance and broad care is delivered in a compassionate and respectful manner, yet with candor that is often required when facing life-altering circumstances.
We have many years of experience in successfully guiding our clients living with disabilities and special circumstances through the emotional and financial complexities of sudden wealth. We apply appropriate comprehensive planning to ensure their needs are met today and in the future. By providing these specialized services and taking the time to truly understand a family’s individual needs and challenges, we pave the way for their secure future.
Our sibling approach is more than a slogan, it’s our core principle of excellence.
The need for comprehensive wealth management within the disabled community has never been greater. With a culture of focusing its resources and wisdom on ensuring settlement recipients regain normalcy in their lives, Coldstream has transformed the experience these individuals and their families receive. Coldstream continues to provide outstanding services to our clients who have received a substantial ﬁnancial settlement. This gives me conﬁdence their needs are being met today, and into the future. – JACK CONNELLY, CONNELLY LAW OFFICES
Coldstream recognizes the long-term planning issues that are critical to an individual with a disability, and they have assembled a particular set of services to address this need. Over time there are numerous pitfalls that can challenge individuals and their families after receiving a ﬁnancial settlement, yet Coldstream’s strong advocacy promotes the preservation of their ﬁnancial resources for those future purposes. – TONY CHOPPA, M.ED., CRC, CCM, CDMS, OSC VOCATIONAL SYSTEMS, INC
“The Spinal Cord Injury Association of Washington has grown a strong friendship with Coldstream over the years. Staﬀ from Coldstream regularly volunteer at our events, donate, and help raise awareness for those with disabilities. We have seen ﬁrsthand Coldstream’s passion and eﬀort in SCIAW activities, and they are well recognized for their support of numerous organizations within the disabled community, such as Outdoors For All, Pushing Boundaries, Christopher Reeve’s Foundation and The Here and Now Project. They are clearly committed to these causes and to enhancing the lives of individuals with a disability.” – KAREN KOEHLER, ATTORNEY & SCIAW EXECUTIVE DIRECTOR
“Managing finances for injured people is unique. We know of no other financial manager in the Pacific Northwest with more experience managing money for injured people than Coldstream. Roger and his team care about our clients and spend considerable time and energy to make sure that their assets are well preserved to take care of their needs. When my clients hire Coldstream, I sleep better.” – MIKE WAMPOLD & ANN ROSATO, PETERSON, WAMPOLD, ROSATO, FELDMAN, LUNA
“A strong relationship starts with understanding and respect. Coldstream brings that to everything they do. I have worked with the Coldstream team on several occasions and have found we share a commitment to the disabled and disadvantaged in our community. I truly value their involvement when working together for the beneﬁt of our mutual clients. Coldstream understands the beneﬁt of comprehensive planning solutions matching the unique needs of a settlement recipient.” – TONY ROBINSON, RINGLER ASSOCIATES
“Experience, compassion, integrity, and advocacy – with these working in concert, Coldstream continues to deliver a unique platform of ﬁnancial services to individuals with a disability. Anything less falls short of what is required to solve the complex issues these individuals face both today and in the future. Coldstream’s impact on clients is not limited to prudent investment advisory services, but encompasses the respect and dignity they convey to every situation.” – ROBERT ZIELKE, THE ZIELKE LAW FIRM, P.S