Coldstream Wealth Management | Why We’re Different
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SMALL FIRM VALUES, 

BIG FIRM REACH

WE OFFER OUR CLIENTS ACCESS TO WORLD-CLASS GUIDANCE ON A FIRST NAME BASIS.
WE’RE HERE TO EARN YOUR TRUST – EVERY CLIENT, EVERY DAY.
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SMALL FIRM VALUES, 

BIG FIRM REACH

WE OFFER OUR CLIENTS ACCESS TO WORLD-
CLASS GUIDANCE ON A FIRST NAME BASIS.
WE’RE HERE TO EARN YOUR TRUST –
EVERY CLIENT, EVERY DAY.

SMALL FIRM VALUES, 

BIG FIRM REACH

WE OFFER OUR CLIENTS ACCESS TO WORLD-CLASS GUIDANCE ON A FIRST NAME BASIS.
WE’RE HERE TO EARN YOUR TRUST – EVERY CLIENT, EVERY DAY.
hero_what_we_do_lines
Our Core Values
CLIENT FOCUS

We are 100% dedicated to our clients' needs and goals with every decision we make and every action we take.

INTEGRITY & TRUST

We follow the rules, act with transparency, and always stick to our principles.

COLLABORATION

Insights and innovation come from the collective; we work as a team to ensure we find the best solution.

INNOVATION

Our clients’ needs and our business needs demand original, creative thinking.

CONTINUOUS LEARNING

We are forever students and never stop honing our skills to raise our game.

FINANCIAL SUSTAINABILITY

We manage our business for long-term sustainability so that we can serve our clients for generations to come.

CLIENT FOCUS

We are 100% dedicated to our client’s needs and goals with every decision we make and every action we take.

INTEGRITY & TRUST

Trust is earned through demonstrating consistent, rigorous integrity. We follow the rules, behave transparently, and won’t allow our behavior to fall into question.

COLLABORATION

Insights and innovation come from the collective; we work as a team – both with our clients and internally – to ensure we find the best solution.

INNOVATION

Our clients’ needs and our business needs demand original, creative thinking; we always challenge ourselves to innovate on behalf of our clients.

CONTINUOUS LEARNING

We are forever students with a thirst for learning; we will never stop honing our skills to raise our game and the standards in our industry

FINANCIAL SUSTAINABILITY

We manage and grow our business for long-term sustainability; we are in this business to serve our client’s families for generations to come.

OUR COMPANY
OUR COMPANY

Founded in 1996 in Bellevue, WA as Coldstream Capital Management, our company began with one goal in mind: enhancing people’s lives. As the firm grew, our vision began to take shape. We wanted to become the definition of excellence in our industry and with our clients. With this goal, we dedicated ourselves to providing peace of mind and to strengthening relationships with insight, passion and action – every client, every day. We constantly strive to achieve this mission and hire only those who exhibit values of the “Coldstream Way.” Not just a group of experienced and talented professionals, we are also a team of passionate, genuine fighters who challenge ourselves every day to score big for our clients. Since 2016, Coldstream has welcomed George R. Pierce & Associates and The Rainier Group to the team, adding depth, experience, and new perspectives to our growing family.

 

For Board of Director information, please click here: Coldstream Board of Directors

Founded in 1996 in Bellevue, WA as Coldstream Capital Management, our company began with one goal in mind: enhancing people’s lives. As the firm grew, our vision began to take shape. We want to become the definition of excellence in our industry and with our clients. With this goal, we dedicated ourselves to providing peace of mind and to strengthening relationships with insight, passion and action – every client, every day. We constantly strive to maintain this mission and hire only those who exhibit values of the “Coldstream Way.” Not just a group of experienced and talented professionals, we are also a team of passionate, genuine fighters who challenge themselves every day to score big for our clients. Since 2016, Coldstream has welcomed George R. Pierce & Associates and Rainier Group to the team, adding depth, experience, and new perspectives to our growing family.

 

For Board of Director information, please click here: Coldstream Board of Directors

OUR NAME
OUR NAME

The name and spirit of Coldstream was born from the historical Coldstream Guard, a regiment of British soldiers who first gathered in the village of Coldstream in 1660. The Guard has been regarded as Nulli Secundus (Second to None) in their role of valor, spirit of integrity, and determination to preserve, protect and carry out their stated mission. As Coldstream continues into its next generation, we’ve evolved the meaning of our name to include the idea of guardianship, preservation, and complexity. When you think of Coldstream, think of “second to none” service, personalized attention, and stewards who always put you first.

The name and spirit of Coldstream was born from the historical Coldstream Guard, a regiment of British soldiers who first gathered in the village of Coldstream in 1660. The Guard has been regarded as Nulli Secundus (Second to None) in their role of valor, spirit of integrity, and determination to preserve, protect and carry out their stated mission. As Coldstream continues into its next generation, we’ve evolved the meaning of our name to include the idea of guardianship, preservation, and complexity. When you think of Coldstream, think of “second to none” service, personalized attention, and stewards who always put you first.

In the Community

Coldstream believes in the community and works diligently to make sure our company provides a positive impact on the world in which we live. Our group of passionate professionals are involved in an array of volunteering and philanthropic efforts. Here is a selection of organization with which Coldstream has a strong and on-going relationship:

In the Community

Coldstream believes in the community and works diligently to make sure our company provides a positive impact on the world in which we live. Our group of passionate professionals are involved in an array of volunteering and philanthropic efforts. Here is a selection of organization with which Coldstream has a strong and on-going relationship:

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Awards & Recognition

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.