Coldstream Wealth Management

Welcome to the team, Kaileigh Loughery!

As an Office Administrator & Client Service Associate in our Seattle office, Kaileigh manages all front desk operations and processes new client paperwork.

We're happy to have you, Kaileigh!

Happy 5-year work anniversary to Mitch Jackson!🎉

As a Senior Accountant, Mitch assists our tax preparer and auditors with all necessary filings, and supervises our accounts payable and expense reporting.

We thank Mitch for his contributions to Coldstream and dedication to enhancing people's lives!

📖 Our story is a collection of stories. Over the past 30 years, we’ve welcomed incredible firms and teams who chose to join us, each bringing their own legacy, expertise, and relationships. Together, we’ve built something stronger than any one firm alone.

To every team that has become part of our journey—thank you. We’re proud of what we’ve created together and excited for what’s ahead🥂

Read more: https://ow.ly/xJ4c50Z5oKz

Environmental, Social, and Governance (ESG) investing has evolved significantly over the past two decades; from a niche concept to a more mature framework for evaluating long-term opportunities and risks.

Our latest article explores:
🔹 The history and evolution of ESG investing
🔹 How shifting political and public perspectives have shaped the conversation
🔹 Where ESG stands today and what may lie ahead for investors

For many investors, ESG principles can serve as both a reflection of personal values and a tool for deeper investment analysis.

Read more about how ESG continues to evolve and what it could mean for long-term portfolio construction:
📘

What Does ESG Investing Look Like Today? | Coldstream What's in this article: A Historical Look Back at ESG A Shift in Political Landscape Where ESG Stands Today and Into Tomorrow Conclusion   Over th ...

Choosing a financial advisor is one of the most important long-term decisions you’ll make. The challenge? Knowing how to find the right one.

We’ve outlined five essential questions to ask when evaluating an advisor, so you can feel confident in who you trust with your future. Read more here from the Portland Business Journal:

5 questions to help you choose the best financial advisor for the long haul - Portland Business Journal Here are five questions to ask prospective advisors to help you find the best match that will support your financial goals in the present and the future.

Our offices are closed today in honor of Memorial Day.
We will resume regular business hours on Tuesday, May 26th. Enjoy your holiday weekend!

Coldstream is an employee-owned RIA and now has 172 shareholders!

We believe that by having broad employee ownership, we can motivate, attract, and retain the industry's best talent - in turn furthering our mission of enhancing people's lives.

Welcome to our newest shareholders Dominic Hori, Manny Batalla, Henry LeMaster, Lilia Haberman, Wayne Liu!

Even the most thoughtful investors aren’t immune to emotional decision-making💭

The truth is, money decisions aren’t always rational. Emotions, biases, and habits often play a bigger role than we think. Understanding these tendencies is the first step toward making more disciplined, intentional financial decisions.

Here are some common ways people make irrational financial decisions and what to watch for:

Irrational Decisions in Investing | Coldstream When I was young in the business, one of my favorite clients was a retired salesman named Arthur. Together, we built a long-term financial plan to determine ...

Celebrating 30 years of Coldstream 🎉30 years of hard work and plenty of fun along the way!

From team celebrations to everyday moments, our culture has always been rooted in connection, collaboration, and enjoying the journey together. Because when people genuinely enjoy working together, great things happen.

Here’s to the memories we’ve made and many more ahead🥂
Read more: https://ow.ly/2IZY50YSY7J