Coldstream and Paracle Advisors Merge

When you go through a year like 2022, sometimes it’s a good idea to take a deep breath and digest everything that happened before looking back. Now that we’re into February, I’m ready to do that. For Coldstream, it was a year of contradictions. On the one hand, markets experienced extended bouts of volatility, with [...]

Coldstream wishes to ensure peace of mind for our clients, visitors, and team members while on-site at any of our offices. Please be aware that Coldstream does not require vaccinations for team members. We do not require mask-wearing in our offices, but you are welcome to wear a mask if you would like. If you [...]

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 [...]