Insights

May 7, 2014

Ground floor of a dream!

In Coldstream Happenings

We at Coldstream invite you to join us, and our partner College Access Now, as we help deserving students on their path to a college degree: http://www.collegeaccessnow.org/events

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®

September 22, 2021

Coldstream and Rosenbaum Financial Merge

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.  [...]

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 [...]