Our Team

Meet Our Team

David McIntosh

Teams

  • Wealth Management

Locations

  • Boise
  • Mercer Island

Roles

  • Wealth Manager
  • Wealth Strategy Group

David McIntosh, CFP®

Wealth Manager

David McIntosh is a Wealth Manager known for his proactive partnerships with the families he advises. He transforms complex financial advice into clear, actionable insights, a standout skill in today’s financial landscape. With over a decade of experience across various firms, David chose Coldstream for its’ expertise in integrating financial planning with investment advice. At the heart of his practice is the belief that effective wealth management is about understanding people’s dreams and aspirations. David views money as a tool that, when strategically managed, fosters wealth and enriches lives.

David is deeply committed to crafting personalized strategies that address each client’s unique needs, whether it’s achieving work-optional lifestyles, optimizing tax strategies, or building generational wealth. More than just managing assets, he is passionate about constructing lasting relationships and ensuring clients feel confident and secure at every step.

If you’re a busy professional seeking to simplify and secure your financial future—for yourself and your family—David is poised to guide you through the complexities of wealth management, ensuring a clear and rewarding journey to your financial goals.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

THE MOST TREASURED THING I OWN

Our home. It’s not just a house, but the laughter-filled, occasionally chaotic, always love-packed sanctuary where my wife and two kids make every day memorable.

ONE PIECE OF ADVICE

Invest in relationships, not just portfolios. The true wealth in life comes from the connections we make, lives we enrich, and legacy we leave.

HOBBIES

As a dad, nothing beats the joy of hanging out with my oldest son and youngest daughter, who always keep our home buzzing with laughter and adventure. With my adventurous wife Liz by my side, we’re all about diving into new hobbies and traveling to exciting places together. Whether we’re out for a laid-back round of golf, hitting up new hiking or biking spots, or tearing it up on the ski slopes, we make sure every moment is filled with excitement and happiness.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.

Recent Article Contributions

  • November 14, 2023

    Tips for Microsoft Open Enrollment

    Open Enrollment at Microsoft begins in early November. The following is a summary of elections to consider, and as always, please reach out to your Coldstream advisory team if you have questions. HSA (Health Savings Account) If you choose an HSA eligible health plan, you can modify your HSA elections at any point during the year, [...]

    David Mcintosh
    Contributions from: David McIntosh, CFP®
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  • August 14, 2023

    Getting The Most From Your Microsoft Benefits

    Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. Equity Awards Your annual grants of Microsoft shares can support short-term cash flow needs or long-term goals, such [...]

    David Mcintosh
    Contributions from: David McIntosh, CFP®, Anne Marie Stonich, CFP®, CPA
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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 [...]

    David Mcintosh
    Contributions from: David McIntosh, CFP®
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