Coldstream

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.

[Coldstream @ColdstreamSEA]

🚴‍♀️ That's a wrap on Bike to Work Month!

Team Coldstream has been walking, biking, running, lifting, and paddling all of May, and we've had some awesome adventures! 🎉

Here's to staying active and connected, one mile at a time!

#BikeToWorkMonth #WellnessAtWork #GetMoving

[Coldstream @ColdstreamSEA]

Celebrating #30Years of Coldstream 🎉 The best way to tell our story? Through the people who have lived it.

Their words reflect what makes this place special: a commitment to each other, our clients, and enhancing people’s lives.
📖 https://t.co/dPK8Fbzyoy

[Coldstream @ColdstreamSEA]

In Ep 87 of #TheCOORoundtable, Grace Balestrieri of @Brighton_Jones_ and Vince Nauheimer of @OnePointBFG join us to talk about leading change, scaling successfully, and AI integration.

🎙️Listen to the full interview here: https://t.co/hY7S2J942g

[Coldstream @ColdstreamSEA]

Happy #5year #WorkAnniversary 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!

[Coldstream @ColdstreamSEA]

#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!

#NewTeamMember #FinancialServices

[Coldstream @ColdstreamSEA]

Our story is a collection of stories. Over the past #30years, we’ve welcomed incredible firms who chose to join us, each bringing their own #legacy, expertise, and relationships.
We’re proud of what we’ve created together and excited for what’s ahead🥂

📘 https://t.co/NPpd3i2ojF

[Coldstream @ColdstreamSEA]

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

Read more about what #ESG could mean for long-term #portfolio construction:
https://t.co/xSdX9aGRr9

[Coldstream @ColdstreamSEA]

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 here:
📘https://t.co/tPD3Ogyxwq
@PDXBIZJournal

[Coldstream @ColdstreamSEA]

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 @ColdstreamSEA]

Coldstream is an #EmployeeOwned 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.

[Coldstream @ColdstreamSEA]

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

Understanding these tendencies is the first step toward making more disciplined, intentional financial decisions.

Here are some common irrational #FinancialDecisions: https://t.co/5KzG3LRe8d

[Coldstream @ColdstreamSEA]

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

From celebrations to everyday moments, our culture has always been rooted in enjoying the journey together. Here’s to the memories we’ve made and many more ahead🥂
https://t.co/qGs0VKAEKv

[Coldstream @ColdstreamSEA]

Happy #5year #WorkAnniversary to Gunnar Ildhuso!

As a Wealth Manager, Gunnar focuses on fostering relationships with clients to ensure their needs are met as their financial situations change over time.

We thank Gunnar for his dedication to enhancing people's lives!

[Coldstream @ColdstreamSEA]

Happy #10year #WorkAnniversary to Jeff Gates!

With a decade of #investment advisory experience, Jeff is devoted to helping families find financial peace of mind and to guide clients toward better financial decisions.

We thank Jeff for his dedication to enhancing people's lives!

[Coldstream @ColdstreamSEA]

Welcome to the team, Lindsay Hessel!

As a Senior Client Service Associate in our NE Portland, OR, office, Lindsay will work with busy individuals and families to provide worry-free solutions to some of their daily stressors.

#NewTeamMember #ClientService #RIA

[Coldstream @ColdstreamSEA]

What are some helpful #FinancialHabits to adopt? Here's some advice from Coldstream Wealth Managers📋

We asked our #WealthManagers what financial habits they think that everyone should cultivate. Here's what they said:
📘https://t.co/b6u0IRSQKF

[Coldstream @ColdstreamSEA]

Ready. Set. Go! 🚴‍♀️Last week kicked off Bike To Work Month, our fun team-wide challenge to #GetMoving.

Stay tuned for snapshots of our team biking, walking, skating, or doing anything that keeps us active and connected!

#BikeToWorkMonth #WellnessAtWork

[Coldstream @ColdstreamSEA]

Celebrating #30years of Coldstream 🎉

See our Giving Guide here: https://t.co/sODsbpyYOG to see all of the organizations we work with.

These impactful moments reflect our mission of enhancing people’s lives. We’re grateful to be part of such strong, vibrant #communities.

[Coldstream @ColdstreamSEA]

Welcome to the team, Anthony Higgins!

As a Wealth Management Associate in our Bellevue, WA office, Anthony works with the families we serve to create achievable financial plans and to help ensure peace of mind.

#NewTeamMember #WealthManagement #RIA

[Coldstream @ColdstreamSEA]

Tune in! In Ep 86 of #TheCOORoundtable #podcast, Dawn Claussen of Mutual Group and Michael Young of Integrated Advisors Network join us to talk about essential strategies for growing and scaling RIA businesses.

🎙️Listen to the full interview here: https://t.co/OZ63jmL618