Kim Rosenberg is a Wealth Manager on Team Rosenbaum at Coldstream. She regularly meets with clients and maintains close client relationships to help them pursue their financial goals and take control of the future. Kim maintains her commitment to serve high net worth clients and business owners on comprehensive wealth management, including financial planning, retirement planning, Social Security planning, tax efficient distribution analysis, cash flow, and liability analysis. She oversees portfolio design to help meet client’s financial objectives and provide tax efficiency and oversees Estate Planning and Trust coordination to ensure that the estate plan meets client’s specific goals. Sh