Category: Coldstream Happenings

We believe broad employee ownership is one of the best ways to align our interests with our clients – leading to better service and long-lasting relationships. Even so, it seems like this ownership model, more and more, is becoming the exception, not the rule, especially for wealth management firms like ours. The reason is directly [...]

SEATTLE – June 15, 2022 — We are excited to announce the appointment of Natalie Straub as Chief Revenue Officer. She will report to Kevin Fitzwilson, Managing Shareholder. In this newly created role, Natalie will dedicate her efforts to developing and implementing our ambitious strategic growth plans, as well as sharing the positive impact the [...]

SEATTLE – June 7, 2022 — We are thrilled to announce today the merger with Legacy Wealth Management, located in Kenai, Alaska. The addition of Mark Griffin, CFP and Michelle McGlasson reinforces our leadership in the Pacific Northwest and we are excited to offer a new office location for our clients in Alaska. Coldstream would [...]

BELLEVUE – February 8, 2022 – Coldstream Wealth Management (“Coldstream”) today announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously worked out of Coldstream’s office in Mercer Island, Wash, will lead it, leaning on his more than 10 years of financial services experience. Coldstream is one of the leading wealth [...]

SEATTLE – September 22, 2021 — We are thrilled to announce today the merger of Coldstream Wealth Management and Rosenbaum Financial, reinforcing our leadership in the Pacific Northwest! Read the complete press release here.  [...]

SEATTLE – May 3, 2021 — We are thrilled to announce today the merger of Coldstream Wealth Management and Paracle Advisors, creating a prominent independent wealth management firm in the Pacific Northwest! Read the complete press release here.      [...]

Coldstream Holdings, Inc. (CHI) is pleased to announce the addition of Heather Redman to their Board of Directors. [...]

Watch Coldstream Wealth Management’s moderated discussion with Dan Clifton, director of legislative and public policy research at Strategas Research Partners in Washington, D.C. In this discussion, Mr. Clifton provides his analysis of how current legislation and policy impacts our economy. [...]

SEATTLE, WA – April 3, 2017 – Coldstream Holdings, Inc. (CHI), the parent company of Coldstream Wealth Management, a registered investment adviser, announced today that it has closed its merger with The Rainier Group, Inc., a Bellevue firm that offers investment advisory and mid-market business consulting services. Rainier Group Investment Advisory, LLC is now doing [...]