Coldstream Capital Management (“Coldstream”) recently announced the launching of their Settlement Services platform and the addition of Todd Stabelfeldt to the Coldstream team.
“Our Settlement Services initiative formalizes the set of deliverables we currently provide to clients with disabilities that have received financial settlements.” said Vince Lee, Coldstream’s Director of Wealth Planning. Coldstream believes this is a group of individuals with significant needs for comprehensive wealth management services delivered in a compassionate manner. Coldstream serves as an advocate and liaison to critical services such as assistive technology, care giving and home remodels.“Having an individual of Todd Stabelfeldts’ stature join Coldstream enhances our intellectual capital in this arena, and it was the critical piece necessary to launch this new initiative,” said Partner, Roger Reynolds. “Our settlement recipients and their families face unique life and financial transitions. We provide many specialized services, yet our ability to forecast and truly understand their needs is what sets us apart.” Roger has over 20 years of experience assisting the disabled community, specifically in working with adaptive recreation programs focused on individuals with disabilities.
“I am extremely excited about being part of the Coldstream team! This decision allows me to couple my life-long mission of assisting the disabled with a platform of critical financial services for this community,” said Todd Stabelfeldt. “My personal efforts, and those of my foundation (www.TheTSF.org), are certain to expand the awareness of Coldstream’s deliverables and ensure we are enhancing the lives of the families and individuals with disabilities. Simply put, Coldstream is a trusted name.”
Based in Bellevue, Washington, Coldstream is a multi-client family office providing comprehensive wealth management services to affluent individuals and families. Founded in 1996, and having over $1.1 billion under advisement, Coldstream offers a full range of wealth management services including portfolio management, family advisory, settlement services, risk management, and financial, retirement, philanthropic and wealth transfer planning.