Coldstream Wealth Management | An independent firm offering comprehensive financial planning and customized investment portfolios.
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SMALL FIRM VALUES.

BIG FIRM REACH.

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and
customized investment portfolios. We help you make the complex decisions that come with wealth
so that you can achieve the financial and lifestyle goals that are important to you.

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment portfolios. We help you make the complex decisions that come with wealth so that you can achieve the financial and lifestyle goals you value.

Spotlight

Coldstream Grows with the Addition of Rainier Group

On behalf of everyone at Coldstream, we proudly welcome the latest addition to our family of services: The Rainier Group, a Bellevue firm that offers investment advisory and mid-market business consulting services. Founded in 1988 with many of the same core values that have contributed to Coldstream’s success, Rainier Group will join us as a 6th client advisory team while also adding a new affiliate business consulting arm to our suite of complementary client solutions.

Coldstream Grows with the Addition of Rainier Group

On behalf of everyone at Coldstream, we proudly welcome the latest addition to our family of services: The Rainier Group, a Bellevue firm that offers investment advisory and mid-market business consulting services. Founded in 1988 with many of the same core values that have contributed to Coldstream’s success, Rainier Group will join us as a 6th client advisory team while also adding a new affiliate business consulting arm to our suite of complementary client solutions.

Are you ready for

comprehensive, personalized

wealth management?

Contact us at any time to schedule a consultation.