Coldstream Wealth Management | Private Client Services
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Private Client Services

HELPING YOU UNTIE EVEN THE MOST COMPLEX KNOTS

Private Client Services

HELPING YOU UNTIE EVEN THE MOST COMPLEX KNOTS

Wealth can
be complicated.

We can help you simplify it without cutting you out of the loop.

Wealth management is more than just investments and financial planning – it’s about enhancing people’s lives. At Coldstream, we take this very seriously and work tirelessly to go above and beyond for our clients every day. We excel in navigating complex, personal situations and take pride in our ability to “untie any knot” that our clients pass to us. Let us know how we can help you solve your wealth management challenges.

Lifestyle services that go beyond normal
client services:

  • Coordinating with clients’ service providers, including CPAs, attorneys, trustees, etc.
  • Connecting clients with trusted providers
  • Advising on significant purchases
  • Special or one-off projects
  • Guidance or assistance during big life transitions
  • Assistance with complex, personal situations

Wealth can
be complicated.

We can help you simplify it without cutting you out of the loop.

Wealth management is more than just investments and financial planning – it’s about enhancing people’s lives. At Coldstream, we take this very seriously and work tirelessly to go above and beyond for our clients every day. We excel in navigating complex, personal situations and take pride in our ability to “untie any knot” that our clients pass to us. Let us know how we can help you solve your wealth management challenges.

Lifestyle services that go beyond normal client services:

  • Coordinating with clients’ service providers, including CPAs, attorneys, trustees, etc.

  • Connecting clients with trusted providers

  • Advising on significant purchases

  • Special or one-off projects

  • Guidance or assistance during big life transitions

  • Assistance with complex, personal situations

Wealth can be complicated.

We can help you simplify it without cutting you out of the loop.

Wealth management is more than just investments and financial planning – it’s about enhancing people’s lives. At Coldstream, we take this very seriously and work tirelessly to go above and beyond for our clients every day. We excel in navigating complex, personal situations and take pride in our ability to “untie any knot” that our clients pass to us. Let us know how we can help you solve your wealth management challenges.

Lifestyle services that go beyond normal client services:

  • Coordinating with clients’ service providers, including CPAs, attorneys, trustees, etc.

  • Connecting clients with trusted providers

  • Advising on significant purchases

  • Special or one-off projects

  • Guidance or assistance during big life transitions

  • Assistance with complex, personal situations

A Coldstream Case Study:
Death of a Spouse/Partner

Mary’s husband had always managed their investments prior to his death. She didn’t really know what she had, estimating the assets to be approximately $6 million. After consolidating the assets spread between 15 different custodians, we discovered she really had nearly $11 million.  Mary wanted to take care of her own standard of living needs, provide for her children, leave a legacy in her husband’s name, support disease research, and support the local arts scene.

Mary’s husband had always managed their investments prior to his death. She didn’t really know what she had, estimating the assets to be approximately $6 million. After consolidating the assets spread between 15 different custodians, we discovered she really had nearly $11 million.  Mary wanted to take care of her own standard of living needs, provide for her children, leave a legacy in her husband’s name, support disease research, and support the local arts scene.

Spotlight

Seattle Office Now Open

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate. Sed metus orci, pellentesque ac scelerisque vel, bibendum accumsan purus. Ut hendrerit nisl turpis, ut tempor risus mattis nec. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate.

Seattle Office Now Open

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate. Sed metus orci, pellentesque ac scelerisque vel, bibendum accumsan purus. Ut hendrerit nisl turpis, ut tempor risus mattis nec. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate.

Are you ready for

comprehensive, personalized

wealth management?

Contact us at any time to schedule a consultation.

© 2017 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.