Tag : Coldstream

Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience
Finance Investment Services News

Coldstream Expands Leadership Team to Support Continued Growth and Enhance Client Experience

PR Newswire
by PR Newswire0
Megan Hannah to lead firmwide client experience strategy as Ian Curtiss assumes leadership of Wealth Strategy Group amid continued investment in talent development and succession planning Appointments strengthen Coldstream’s client experience, planning and investment leadership as the firm continues its next stage of growth Coldstream, an employee-owned financial services firm headquartered in......
Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
by Fintech News Desk0
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
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