Coldstream Wealth Management

09/07/2026

In observance of Labor Day, our office will be closed Monday, September 7th.

We will resume normal business hours on Tuesday. Wishing everyone a relaxing holiday!

09/04/2026

🏠 Building Hope, One Tiny Home at a Time

At Coldstream, we believe in giving back. For the fifth year in a row, our team came together to make a tangible impact at The Hope Factory! We value the opportunity to volunteer our time and skills to support meaningful causes. With teamwork and dedication, we helped construct a tiny home from the ground up, filling its walls with messages of encouragement and hope for its future residents.

Sound Foundations NW is making a real difference by providing transitional housing for those experiencing homelessness. Each tiny home serves as a safe haven for an average of 114 days and continues to offer shelter for over 60 individuals throughout its 20-year lifespan.
💗A heartfelt thank you to our team for showing up, working hard, and making a lasting impact in our community!

09/03/2026

While AI can process data and identify patterns, it can't understand your values, navigate life's complexities, or provide the empathy and judgment that come from a trusted advisor relationship.🤝

Our latest article explores why the future of wealth management isn't AI or advisors, it's AI empowering advisors to deliver even more personalized, strategic guidance.

Read ""AI Will Not Replace Advisors"" to learn why the human element remains one of the greatest assets in financial planning:
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AI is helping in many ways, but the advisory relationship is and should be human-centric. Here, we explain why humans are irreplaceable as advisors.

09/02/2026

In Ep 90 of The COO Roundtable podcast, Giselle Crout from Corvus Wealth Advisors and Brent Lee from Dodds Wealth talk about the challenges of managing the critical growth stage that RIAs hit at around $1 billion in AUM, from advisor capacity to tech to managing interns.

In the clip below, Giselle Crout talks about intentionality: the importance of iterating and improving and why operations is never done.

🎙️Listen to the full interview here: https://ow.ly/Bywr50ZIjG5

09/01/2026

We are excited to announce that we're expanding our leadership team to support our continued growth and enhance our client experience.

This week we welcomed Megan Hannah as our new Chief Client Experience Officer to lead our firmwide client experience strategy, and Ian Curtiss is stepping up to lead our Wealth Strategy Group as we continue to invest in talent development and succession planning during this next stage of growth at Coldstream.

📘Read more here:

Megan Hannah to lead firmwide client experience strategy as Ian Curtiss assumes leadership of Wealth Strategy Group amid continued investment in talent deve ...

08/31/2026

Congratulations to Janice Dsilva, on earning her Certified Financial Planner® (CFP®) designation!

Earning the CFP® designation is a rigorous commitment to ensure candidates are highly qualified to develop holistic plans for clients' finances. Janice has been with Coldstream for almost three years and her accomplishment is an embodiment of one of our Coldstream core values - growth mindset.

We can't thank Janice enough for being an essential member of our Coldstream team!

08/28/2026

Welcome to the team, John Gross!

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

08/27/2026

Does College Pencil Out?✏️🏫
Is college the right financial and career investment for your child? With rising tuition, student debt, evolving job markets, and growing interest in skilled trades, there’s more to consider than ever.

Our latest article explores the true cost of college, the potential earnings of a degree, opportunity costs, and questions families can ask together when weighing their options.

Because the right choice isn’t one-size-fits-all.

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College is more than a financial decision, and there are a myriad of choices to sort through. Start by looking at the cost of college to find some clarity.

08/26/2026

Congratulations to Alex Eppard on earning his Financial Paraplanner Qualified Professional™, FPQP® designation!

Earning the FPQP® designation requires completing 144 hours of coursework, studying, and a final exam - resulting in gaining a strong foundation for financial planning.

We can't thank you enough for being an essential member of our Coldstream team!

08/25/2026

Congratulations to Shelby DeSiervo and Team Trillium of Coldstream, who have been selected as an Excellence Awardee (Finalist) in the annual Women to Watch Awards!

This award recognizes outstanding female-led advisory teams that have displayed excellence over the past 12 months.

📰Read more: https://ow.ly/bHgN50ZELai
Brought to you by Prudential Advisors and InvestmentNews. Winners in each category will be announced live at the gala awards dinner on Thurs, Nov 5th.