Coldstream Wealth Management

06/25/2026

The modern athlete is more than a player — they’re a brand, investor, and future founder.

As player compensation, endorsements, and entrepreneurial opportunities grow, professional athletes face a unique challenge: compressing decades of earning power into a short career window.

Our latest article dives into the real playbook behind athlete wealth:
💰 maximizing income streams
🏛️ structuring endorsements smartly
📈 investing for life after sports
🤝 building a coordinated financial team

Because the goal isn’t just getting paid. It’s building wealth that lasts long after the final buzzer.

📘Read more:

The financial playbook for professional athletes has officially been rewritten. Driven by groundbreaking Collective Bargaining Agreements (CBAs) and massive ...

06/24/2026

Coldstream Wealth Manager Becky Wilcox sat down with Financial Beginnings CEO Ronecca Norvell to learn more about the state of financial education in schools, how parents can help their children become financially literate, and what tools help inspire young people to become engaged and interested in finance.

🎙️Check out our Ask the Expert podcast “Setting Up Young Adults for Financial Success” at https://ow.ly/yz6G50ZejRa

06/23/2026

💡 Younger investors aren't asking for less sophisticated advice. They're asking, "What does this mean for me?"

As the largest wealth transfer in history unfolds, advisors who can connect financial strategies to real-life goals, values, and decisions will be best positioned to build lasting relationships across generations.

📘Read more: https://ow.ly/wUov50ZcMg9

✏️Contributions from: David McIntosh

06/22/2026

Happy 5-year work anniversary to Anna Shaw!

As a Wealth Manager at Coldstream, Anna is responsible for helping clients identify and achieve their financial goals. Her guidance empowers clients to navigate complexity and focus confidently on what matters most.

We thank Anna for her contributions to Coldstream and her dedication to enhancing people's lives!

06/22/2026

Happy 5-year work anniversary to Reem Rizk-Hunter!

As an Associate Wealth Manager, Reem helps individuals and families align their financial decisions with their values and goals through thoughtful, tailored strategies.

We thank Reem for her contributions to Coldstream and her dedication to enhancing people's lives!

06/19/2026

Our offices will be closed on Friday, June 19 in observance of Juneteenth—a day to honor freedom, progress, and the ongoing journey toward equality. As we reflect on this important moment in history, we also look ahead with hope, continuing to create a future rooted in justice, opportunity, and lasting change for the next generation.

06/18/2026

Congratulations to Calm Qi on recently earning his Chartered Financial Analyst® (CFA®) designation!

Earning the CFA® designation is a difficult, 36+ month process, and in that time Calm has been a valuable member of our Investment Strategy Group.

We can't thank him enough for his contributions to Coldstream!

06/16/2026

💸 Your future self is watching.

The financial habits you build in your 20s and 30s can shape opportunities, flexibility, and peace of mind for decades to come. While increasing your income matters, lasting financial independence is often built through smart decisions made consistently over time.

From budgeting and debt management to investing, taxes, insurance, and estate planning, our practical checklist covers the key building blocks every young adult should know.
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What's in this article: Cash flow planning & budgeting Debt management Employee benefits Investments Tax planning Estate planning Insurance Family ...

06/15/2026

Happy 5-year work anniversary to Rob Young!

As a Wealth Manager at Coldstream, Rob draws on his years of experience in portfolio management and financial planning to help clients understand their options and chart a clear path for the future.

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

06/12/2026

We're Hiring a Portfolio Manager in Portland!💼

Are you passionate about investing, building meaningful client relationships, and collaboration?
Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping investment strategy, managing sophisticated client portfolios, and mentoring the next generation of investment professionals.

Apply here: https://ow.ly/igIx50Zbbmw