Coldstream

Thank you Michael Butler, Chairman and CEO of Cascadia Capital, for serving 13 years on the Coldstream Board of Directors. We celebrate your dedication, support and guidance over the years. You helped usher us into an era of growth and continued independence. We can’t thank you enough for your service and appreciate all you have done for Coldstream. #BoardofDirectors #WealthManagement #FinancialServices

Happy 15-year work anniversary to Heather Kessler, CFP®!🌟 She has been with Coldstream since 2021, when Paracle Advisors merged with Coldstream, and is now a Team Lead & Wealth Manager in our Mercer Island office. Join us in celebrating 15 years of dedication to enhancing people's lives and simplifying the complexities of wealth management. Heather, we are grateful for every moment you've dedicated to making Coldstream a success! #Workaversary #15years #TeamMemberAppreciation

Congratulations Heather Redman! So proud to have your continued leadership on our Board of Directors. 

Coldstream is pleased to welcome Rush Benton to our Board of Directors. Benton currently serves as the CEO of investment banking firm Gorman Jones and formerly was the Head of Wealth Management M&A at investment advisory firm CAPTRUST. Leveraging his decades of industry experience and singular growth expertise, Benton will work closely with the Board and executive team to support Coldstream’s continued strategic expansion. Kevin Fitzwilson, our managing shareholder, said, “Rush has one of the most extensive wealth management M&A backgrounds of anyone in our industry, making him a vital asset as we continue to execute our longtime mergers and acquisitions strategy, which prioritizes consistent year-over-year growth but also places an emphasis on the firm remaining independent and employee-owned." https://ow.ly/hu1V50U76ym #BoardofDirectors #WealthManagement #FinancialServices #MandA

Are you prepared for the possibility of long-term care? Planning for long-term care is essential, especially as we navigate the complexities of supporting aging family members or preparing for our own needs. With 70% of people over 65 likely to need long-term care, it’s crucial to start these conversations early. Understanding the impact on your finances and family is key to creating a sustainable plan. Read more on how you can prepare for the future and ensure peace of mind. https://lnkd.in/gTNstTkC #LongTermCare #FinancialPlanning #AgingParents

Coldstream's philanthropic efforts are 100% employee-driven and reflect a vast array of social causes. This quarter, our cause is Community. One of the charities we're supporting is MEOW Cat Rescue & Adoption. 🐱 Join us in supporting them and the other featured organizations on our Coldstream Cares Cauze. https://lnkd.in/gAPKvMVv #givingback #ColdstreamCares #philanthropy

📣Now Available: Coldstream's Q4 2024 Quarterly Investment Strategy Group Webinar! Join Chief Investment Officer and General Counsel Howard Coleman, as he leads an insightful discussion on the current economic indicators, market influences, and our outlook for the months ahead. He’s joined by Wealth Manager & Sr Portfolio Manager Bryan Shipley, CFA, CAIA, Sr Portfolio Manager David Powers, and Associate Portfolio Manager Calm Qi. Gain valuable context on the latest market activity and the economic environment moving forward. https://ow.ly/ZFL450U4Kmi #InvestmentStrategy #MarketOutlook #WealthManagement

🌟 Our DEI&B and Philanthropy Committees recently teamed up to host an investment workshop for 8- to 12-year-olds with the Seattle Chapter of Jack and Jill! The kids learned the basics of stocks, bonds, and cash, and we explored the power of time with a re-enactment of the Stanford marshmallow experiment. We wrapped up the day with a fun investing twist on red light/green light! A huge thank you to the Jack and Jill of America, Inc. organization for partnering with us to empower the next generation with essential financial knowledge. 🙌 #FinancialLiteracy #CommunityImpact #YouthEmpowerment https://lnkd.in/gDydXnYp

Are you an employee of Microsoft or Amazon? Both companies offer generous benefits designed to help you build wealth, manage risk, and secure your future. With Open Enrollment just around the corner, now is the ideal time to review your health, retirement, and compensation benefits to ensure they’re fully integrated into your financial plan. Check out the articles below to learn how to optimize your company benefits and make the most of what’s available to you! Get the most from your... Microsoft Benefits: https://ow.ly/QbpO50U2xjv Amazon Benefits: https://ow.ly/k2e450U2xjw #Microsoft #Amazon #OpenEnrollment #FinancialPlanning

An amazing quote from Dr. Jordan A. Hutchison of RFG Advisory in Episode 70 of The COO Roundtable podcast. In the episode, he and Jeremy Massullo from Concurrent offer some solutions for change management and how to limit change fatigue. Listen at https://lnkd.in/ginHGZnG #COO #podcast #TheCOORoundtable