Coldstream Wealth Management | Who We Are
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LIFELONG 

RELATIONSHIPS

BUILT ON DEDICATION & TRUST

We believe in earning and re-earning your business through our ideas, insights, and actions – every client, every day.

hero_who_we_are_lines

LIFELONG 

RELATIONSHIPS

BUILT ON DEDICATION & TRUST

We believe in earning and re-earning your business through our ideas, insights, and actions – every client, every day.

LIFELONG 

RELATIONSHIPS

BUILT ON DEDICATION & TRUST

We believe in earning and re-earning your business through our ideas, insights, and actions – every client, every day.

hero_who_we_are_lines
APPROACH

We start by getting to know you:  who you are, what you need, what you want, where you came from, where you want to go, what you know, what you don’t, what you fear, what brings you joy.  From there, our dedicated team of passionate, experienced professionals get to work on developing an investment portfolio and wealth management strategy that supports your unique needs.

 

Why the team approach?

We believe you and your portfolio deserve expert attention.  By taking a team approach, we ensure your financial well-being is proactively managed and that someone who is familiar with your plan, your goals, and your needs is always available.  You are at the center of everything we do, every day.

We start by getting to know you:  who you are, what you need, what you want, where you came from, where you want to go, what you know, what you don’t, what you fear, what brings you joy.  From there, our dedicated team of passionate, experienced professionals get to work on developing an investment portfolio and wealth management strategy that supports your unique needs. 

Why the team approach? 

We believe you and your portfolio deserve expert attention.  By taking a team approach, we ensure your financial well-being is proactively managed and that someone who is familiar with your plan, your goals, and your needs is always available.  You are at the center of everything we do, every day.

OUR TEAM

Dedicated. Talented. Sincere. That’s who we are and that’s who we hire. We don’t just choose the best and the brightest – we choose those who exemplify the Coldstream way.

Dedicated. Talented. Sincere. That’s who we are and that’s who we hire. We don’t just choose the best and the brightest – we choose those who exemplify the Coldstream way.

69

EMPLOYEES

6

CLIENT TEAMS

6

CFPs®

7

CFA® Charterholders

4

CPAs®

3

OFFICES

OUR AFFILIATES

Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning.

Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning.

Custom, tailored property and casualty insurance to fit every need.

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Private fund focused on real estate lending in Puget Sound

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Seasoned hedge-fund team with a long term history of performance

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Personalized solutions and consulting for mid-market businesses

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Are you ready for

comprehensive, personalized

wealth management?

Contact us at any time to schedule a consultation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

© 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.