Save the date – College Access Now (CAN)

In Coldstream Happenings

Wednesday May 6th 6-8:30 p.m. Sodo Park Seattle

Coldstream is excited to be a Masters level sponsor for the College Access Now (CAN) 2015 annual spring event. Save the Date for Spring Forward on May 6th, an event designed to celebrate and support the hard work and drive of more than 1,200 students on the path to college. Join passionate community members for a fun and philanthropic evening featuring stories of students and the AmeriCorps coaches that are helping them reach their college dreams.

Keynote Address by President Elson S. Floyd of Washington State University
Student and Alumni speakers
Appetizers and Beverages by Herban Feast

Registration will open in late March 2015. Can’t make it, but want to do your part to help students receive the education they deserve? Donate today.

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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 [...]

Contributions from: David McIntosh, CFP®

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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. [...]

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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 [...]

February 26, 2015