Congratulations to Victor B. on recently earning his Chartered Financial Analyst (CFA) designation! Earning the CFA designation is a difficult, 36+ month process, and in that time, Victor has been a valuable member of our Investment Strategy Group. We can't thank him enough for his contributions to Coldstream! #CFA #WealthManagement #Finance
Coldstream
Financial Services
Bellevue, WA 3,935 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
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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
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Our latest market commentary from our Chief Investment Officer, Howard Coleman, is out now! Learn about the biggest factors that affected market in the second quarter here: https://ow.ly/iWxE50SOqQF #MarketCommentary #Investments #SandP500
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Happy work anniversary to Tristan Mohn who celebrates 5 years today! Tristan joined Coldstream back in 2019 as a Client Service Associate and is now a Wealth Management Associate. We thank Tristan for his contributions to Coldstream and dedication to excellent client service. Go Tristan! 🌟 #Workaversary #5years #TeamMemberAppreciation
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Welcome to the team, William Cunningham! As a Client Service Associate, Will works with busy individuals and families to provide worry-free solutions to some of their daily stressors. #NewTeamMember #RIA #ClientService
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Coldstream has been ranked #64 as one of Financial Advisor Magazine’s 2024 America's Top RIAs! https://ow.ly/3Nbf50SMyOy #TopRIAs #WealthManagement #FinancialAdvisor
Coldstream Ranks in Financial Advisor's Magazine 2024 America's Top RIAs - Coldstream
https://www.coldstream.com
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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 Little Bit Therapeutic Riding Center. Join us in supporting them and the other featured organizations on our Coldstream Cares Cauze. https://lnkd.in/g4fDkEka #givingback #ColdstreamCares #philanthropy
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Coldstream was named in Portland Business Journal's Oregon & S.W. Washington Largest Money Management Firms! See the full list here: https://ow.ly/mtTI50SIqBU #PBJ #RIAAward #WealthManagement
Coldstream Ranks in PBJ's OR & S.W. WA Largest Money Management Firms List - Coldstream
https://www.coldstream.com
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📚🎒 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
The Art of Parenting: Preparing Your College-Bound Student - Coldstream
https://www.coldstream.com
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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
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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
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