Rosenbaum Financial Group merged with Coldstream Wealth Management on October 1, 2021. Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc Since 1956, we have been deeply rooted in the Pacific Northwest and pride ourselves on our ability to identify emerging trends that impact our industry, the global marketplace, and the well-being of our clients. Our team pursues the best for our clients and advocates for information that will drive more efficient, comprehensive financial decisions. We are fiduciaries, meaning we always provide objective advice that is in the client’s best interest. We work with clients across the U.S. and routinely collaborate with each client’s other professional team. CORE VALUES The following core values guide our decisions and interactions, both with our clients and our team: integrity, leadership, perseverance, creativity, and compassion. WHO WE HELP • Business Owners • Individuals and Families • Institutions SERVICES • Investment Management • Alternative Investment Opportunities • Estate Planning Integration • Financial Planning • Insurance Planning • Charitable Giving To learn more about how we can help you achieve your goals, email us at [email protected] to schedule an appointment.