Living with a disability can be complex – financially, physically and emotionally.

Coldstream Disability Advisory Services (DAS) combines experienced Wealth Management and disability advocacy services in pursuit of better outcomes for clients.

We are the trustworthy handoff attorneys seek.

An experienced financial fiduciary team creating investment plans with the following in mind:

  • Investment Advisory Strategies
  • Personalized Financial Planning
  • Broad Diversification
  • Risk Management
  • Tax and Estate Planning

Knowledge is power. DAS Project Managers have the experience and connections to solve complex disability-related challenges with efficiency and elegance.

Examples of DAS advocacy in action:

  • Accessibility and life modifications
  • Specialized equipment solutions
  • Home care planning
  • Travel and recreational enablement
  • Health and wellness resources and strategies
  • Community resources and mentoring

Deep knowledge & professional networks in each of these categories provides meaningful benefits to attorneys and their clients.

Guided by a dedicated DAS Project Manager, we collaborate towards closing the case quickly and skillfully.

What Legal Partners Say About Us

   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 

 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 

 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 

  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

 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 

Justice Association Partnerships

Client Case Study Examples


Contact us

to schedule a consultation with one of our Disability Services Specialists.