Coldstream Wealth Management

07/22/2026

Congratulations to Jasmin Garcia on earning her Project Management Professional (PMP®) certification!

The Project Management Professional® certification is globally recognized and demonstrates an ability to manage the people, processes and business priorities of professional projects in any industry.

We can't thank Jasmin enough for her contributions to Coldstream!

07/21/2026

Coldstream is excited to share its MarketCast for the third quarter of 2026!

In this short video, we discuss the events of the last quarter, providing commentary and analysis of the market and economy. Hear members of our Investment Strategy Group share the team's insights and outlook.

🎥https://ow.ly/HixR50Zq5mi

Coldstream's MarketCast offers commentary and analysis of the market and economy, examining the factors influencing the investment landscape.

07/20/2026

Happy 5-year work anniversary to Monica Tran!

As a Senior Operations Associate, Monica serves as a subject matter expert on our alternative investment reporting process.

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

07/17/2026

Happy 15-year work anniversary to Evan Fisher!

As a Managing Director and member of the leadership team at Coldstream Capital Partners, Evan specializes in investment banking advisory services for middle-market companies.

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

07/16/2026

Divorce is more than an emotional transition—it's also one of life's most significant financial turning points.

From decisions about the family home and retirement assets to taxes, child support, and long-term cash flow, each choice can shape your financial future in ways that aren't always obvious.

In our latest article, we explore the key financial considerations that can help you navigate divorce with greater clarity, confidence, and a plan for what comes next.

No two journeys are the same, but with thoughtful planning and the right team by your side, it's possible to build a strong foundation for your next chapter.

📘Read more:

The goal in divorce isn't to simply divide assets; it's to create two financially sustainable futures. Thoughtful planning can create more options.

07/15/2026

Congratulations to Jack Gardner 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!

07/14/2026

Welcome to the team, Trevor Scambray!

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

07/10/2026

Tomorrow is All-American Pet Day and we're celebrating the four-legged, feathered, and furry members of the Coldstream family who keep us smiling, remind us to take a break, and make every day a little brighter.

From energetic office assistants to expert nap enthusiasts, our pets are an important part of our lives—and we're excited to share a few of the companions who make our team feel right at home.

Happy All-American Pet Day from all of us at Coldstream! ❤️🐾

07/09/2026

Congratulations to Bethany Purkapile on earning her 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!

07/08/2026

In Ep 88 of The COO Roundtable podcast, Bryant Hicks of JFG Family Office and Timothy Feeney of Bridgewater Advisors join us to talk about leveraging tech to drive scale, the ops career ladder, and how centralization creates consistent client service.

🎙️Listen here: https://ow.ly/AeZ450ZlHQR