Coldstream

Welcome to the team, Cade Hampson! As a Client Service Associate in our Mercer Island office, Cade will work with busy individuals and families to provide worry-free solutions to some of their daily stressors. #NewTeamMember #ClientService #RIA

An inspiring afternoon at the home of the Seahawks! 🏟️ 🏈 We’re thrilled to share that Coldstream ranked #81 among the 100 fastest-growing private companies in Washington state at Puget Sound Business Journal's celebration. 🎉 From meeting Blitz during the reception to hearing top CEOs share their insights on explosive growth, it was an event filled with energy and innovation. #PSBJ100 #ColdstreamProud #WashingtonBusiness #Seahawks

Happy work anniversary to Diana Quist who celebrates 10 years today! 🌟☺️ Diana excels in her role as General Office Coordinator, ensuring the office is running smoothly and effectively. We thank Diana for her contributions to Coldstream and for providing an outstanding client experience. Thank you, Diana! #Workaversary #10years #TeamMemberAppreciation

Welcome to the team, Jack Gardner! As a Client Service Associate in our Bellevue office, Jack will work with busy individuals and families to provide worry-free solutions to some of their daily stressors. #NewTeamMember #ClientService #RIA

🌟 We’re honored to be recognized once again on the 2024 Forbes/Shook Top RIA Firms list! 🌟 Being named among the top Registered Investment Advisors is a testament to our dedication to safeguarding and growing client wealth for the long term. This achievement would not be possible without the tireless efforts of our incredible team—thank you for your commitment and passion! Here’s to continuing our mission of enhancing peoples' lives. https://lnkd.in/gyRbJuW8 #Forbes #TopRIA #WealthManagement

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 Changing Patterns, Inc. Join us in supporting them and the other featured organizations on our Coldstream Cares Cauze. https://lnkd.in/gAPKvMVv #givingback #ColdstreamCares #philanthropy

Layoffs have become an all-too-common experience, causing many to worry about their financial stability. In the face of such uncertainty, it's essential to step back and reassess your financial plan. Even if your job feels secure, having a strong financial strategy in place can bring peace of mind and help you navigate potential challenges. Here are some key strategies to help you manage your finances and prepare for the unexpected. https://ow.ly/NkJx50TQfTP #FinancialPlanning #WealthStrategy #LayOffs

Welcome to the team, Jocelyn Stephens! As a Client Service Associate in our Bellevue office, Jocelyn will work with busy individuals and families to provide worry-free solutions to some of their daily stressors. #NewTeamMember #ClientService #RIA

Coldstream’s Ryland Moore and our team took second place in the Columbia Gorge Community College Foundation’s 24th Annual Founders Cup on September 7, 2024! We are proud to sponsor and support this fundraiser for Columbia Gorge Community College Foundation scholarships.

Thinking about redeeming your Series I Bonds? 💭 If you hold I Bonds, it may be time to review your strategy. Redeploying into higher-yielding opportunities could help you make the most of your investment. Explore your options and make an informed decision. https://ow.ly/CpHf50TNchh #InvestSmart #IBonds #WealthManagement