Tagged Coldstream Wealth Management


Rosenbaum Financial Merges with Coldstream, Reinforcing Leadership In Pacific Northwest

  Photo: Team Rosenbaum. Photo courtesy Facebook. Rosenbaum Financial Group,  a Portland-based firm with approximately $463 million in assets under management has merged with Coldstream Wealth Management on October 1, 2021. Rosenbaum Financial will operate under the Coldstream brand, and all its employees will remain in place. The combined firm will encompass 30 financial advisors,…