Insights

September 22, 2021

Coldstream and Rosenbaum Financial Merge

In Coldstream Happenings

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

Related Articles

February 8, 2022

Coldstream’s New Boise Office

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 [...]

David Mcintosh
Contributions from: David McIntosh, CFP®

July 15, 2021

COVID-19 Office Policy: Open By Appointment Only

Our offices remain open by appointment only. Coldstream wishes to ensure peace of mind for our clients, visitors, and team members while onsite at any of our offices. Be aware Coldstream does not require vaccinations for all team members. Effective March 12, 2022 we will no longer require mask-wearing in our offices. You are welcome [...]

April 27, 2021

Coldstream and Paracle Advisors Merge

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.      [...]