📚🎒 As we approach #BackToSchool season, we sat down with a few of our Wealth Managers to find out their advice, not only as financial advisors, but as parents of college students as well. Whether it’s budgeting for tuition, planning for unexpected expenses, or teaching financial independence, these tips are designed to help you and your college-bound student feel prepared and confident. Send your kid off to college with confidence using these tips! https://ow.ly/6FKH50SCNJs #CollegeSavings #WealthStrategy #LongTermPlanning
Coldstream
Financial Services
Bellevue, WA 3,891 followers
Financial Services Tailored to You
About us
Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2024 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.
- Website
-
http://www.coldstream.com
External link for Coldstream
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Bellevue, WA
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Financial Planning, Investment Advisory, Tax Planning, Estate Planning, Risk Management, Wealth Management, Family Wealth Planning, Multi-Generational Planning, Insurance Solutions, Settlement Advisory Services, Employer Sponsored Retirement Plans, and Endowments and Foundations
Locations
Employees at Coldstream
Updates
-
Coldstream reposted this
In my latest WealthManagement.com article, I explore the irony of RIA owners resisting process, fearing it stifles their uniqueness, when in reality, it leads to growth. https://lnkd.in/gmWq3ZrC
Unlocking Growth: The Power of Process
wealthmanagement.com
-
Happy 10-year work anniversary to Alexandra Lambert! 🎉 With over a decade of experience in the financial services industry, Alex brings a true love of service to Coldstream. We appreciate all you do for Coldstream, Alex! #Workaversary #10years #TeamMemberAppreciation
-
-
Coldstream's philanthropic efforts are 100% employee-driven and reflect a vast array of social causes. This quarter, our cause is Health & Disabilities. One of the charities we're supporting is Community Homes - WA. Join us in supporting them and the other featured organizations on our Coldstream Cares Cauze. https://lnkd.in/g4fDkEka #givingback #ColdstreamCares #philanthropy
-
-
Welcome to the team, Rachel Lotzkar! As a Client Service Associate, Rachel will work with busy individuals and families to provide worry-free solutions to some of their daily stressors. #NewTeamMember #ClientService #RIA
-
-
Coldstream Wealth Manager Kyle Larson, CFP® was recently featured in this article by 425 Business! He discusses retirement planning with clients and dives into two key areas: the quantitative and the qualitative. Check it out here and learn how to optimize your financial plan: https://ow.ly/kNOQ50SyWmi #RetirementPlanning #WealthManagement #RIA
What to Know About Retirement Planning in 2024
425business.com
-
Episode 66 of #TheCOORoundtable podcast is out now! In this episode, our host, Matt Sonnen, is joined by expert consultant and ”CEO Whisperer," Carolyn Armitage of Carolyn Armitage Consulting, to discuss succession planning, change management, and how to increase enterprise value. https://ow.ly/2Vsp50SyP7A #podcast #RIA #COO
The COO Roundtable: Episode 66 - Coldstream
https://www.coldstream.com
-
We are thrilled to announce we are expanding our team in Portland, welcoming Arnerich Massena, Inc! Our commitment to enhancing the lives of our clients will always be at the core of our work. As we join together two great firms, our goals and values are aligned around a shared commitment to unparalleled service to you. Please follow Coldstream to continue receiving updates and to follow us in this new exciting chapter. https://lnkd.in/gRkdPziH #RIAMerger #EmployeeOwned #FinancialNews
Coldstream Mergers with Arnerich Massena - Coldstream
https://www.coldstream.com
-
We're Hiring! 💼🤝 We are looking for talented individuals to join our team as a Portfolio Manager to manage the investment side of our services. This position is hybrid, based in our Bellevue office. Apply today to join our employee-owned firm: https://ow.ly/FR8T50Sx7OW #Hiring #WealthManagement #JobOpening
-
-
Happy 10-year work anniversary to Wendy Holden! ☀️ Wendy joined the Coldstream family back in 2014 as a Front Desk Administrator and Administrative Assistant to members of the Rainier Group team. Over the years, she has become an integral part of our team and now excels in her role as a Client Services Associate, wonderfully serving our clients. Thank you, Wendy, for your contributions to Coldstream! #10Years #TeamAppreciation #Workaversary
-