Coldstream Wealth Management | Seattle | Bellevue
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BEST OF 425 2019DISCLAIMER & METHODOLOGY
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor, and are part of a process in which not all advisors elect to participate. No fee was paid for participation in the 425 Magazine ranking survey.
A more detailed disclosure of the criteria used in making these rankings is included here.

SMALL FIRM VALUES.

BIG FIRM REACH.

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment portfolios for high net-worth individuals, families, and organizations.  We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals 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.

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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.

READ MORE »

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© 2020 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.