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
Coldstream
Financial Services
Bellevue, WA 3,854 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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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
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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
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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
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We’re excited to share that Coldstream has been named one of the Best Places to Work in 2024 by the Puget Sound Business Journal! 🌟 This marks our fifth appearance on the PSBJ list since 2019. A huge thank you to our outstanding team for their unwavering dedication. Here’s to continued success and being part of an amazing community of employers in Washington! View PSBJ's full list here: https://ow.ly/vUp350SsY9h #BestPlacesToWork #PSBJ #EmployeeOwned
Business Journal unveils the 100 best workplaces in Washington - Puget Sound Business Journal
bizjournals.com
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Today we celebrate the 15-year work anniversaries of Brittany Gabelein, CPA and Shane Payette! These wonderful individuals joined Coldstream with the merger of Team Seidman last fall and their journey with us has been nothing short of extraordinary! Join us in celebrating 15 years of dedication to enhancing people's lives and simplifying the complexities of wealth management. Brittany and Shane, we are grateful for every moment you've dedicated to making Coldstream a success! #Workaversary #15Years #TeamMemberAppreciation
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Happy 15-year work anniversary to Michelle McGlasson! ✨ Michelle joined Coldstream Wealth Management in April 2022 after Legacy Wealth Management in Kenai, Alaska merged with Coldstream. She was instrumental in helping facilitate the merger process between both firms. 🌄☀️ Thank you, Michelle, for all your contributions to Coldstream! #Workaversary #15years #TeamMemberAppreciation
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We're climbing the ranks! 💹 We are proud to be ranked in the 2024 top 100 Largest Washington State Private Companies list. This achievement reflects our relentless dedication, hard work, and the incredible support from our amazing community. More info here: https://ow.ly/I2zZ50Sq70Z #EmployeeOwned #WealthManagement #Top100
Top 100 Largest Private Companies in WA - Coldstream
https://www.coldstream.com
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Coldstream Wealth Management has been nominated for the 2024 Seattle Times Best in the PNW Award! Find Coldstream in the Wealth Management Category. Place your vote by June 28th! Vote here: https://lnkd.in/gUAAX7dv
Vote Your Favorites for Best in the PNW!
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