Our Team

Meet Our Team

David McIntosh

Teams

  • Team Paracle

Locations

  • Boise
  • Mercer Island

Roles

  • Wealth Manager
  • Wealth Strategy Group

David McIntosh, CFP®

Wealth Manager

As a Wealth Manager, David is responsible for maintaining a proactive, ongoing relationship with the families we service. He enjoys working closely with clients to turn complex financial advice into easy-to-understand guidance, which can be rare in the financial services industry today. 

David joined the firm in search of an organization specializing in long-term wealth management through the integration of financial planning and investment advice. When asked what the favorite aspect of his job is, David said “The best part of delivering financial advice to our families is receiving the sincere, “thank you for all your work” after each meeting. The best feeling in the world is helping people reach their goals. They’ve worked too hard their entire lives to not benefit from their efforts!” 

David values being part of a team with a collaborative approach in which each person is a resident expert in some field. The benefit is having someone internally who can assist when a client asks a tricky question, and we can say, “We have someone here that knows the answer… let us get back to you.” 

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 house. This is a reminder that two of the most important people in my life (my wife and son) live under the roof with me.

ONE PIECE OF ADVICE

Do what is right, not what is easy. This can be challenging and uncomfortable at times, especially when the majority is against you. This is the true test of moral character.

HOBBIES

Wine – My father and I planted wine grapes in the mid-2000s, and it has grown to a full-scale vineyard/winery production, which I’m very proud of. Golf – I love this sport as it’s a great way to connect with people whether that be old friends or a new face. It also provides a distinct mental and physical challenge, which makes each round fun! Finally, traveling and visiting friends with my wife Liz; local or across the world she’s my life-long travel partner.

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 McintoshAlex McBain
    Contributions from: David McIntosh, CFP®, Alex McBain
  • 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
  • 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®