Strategas Event With Dan Clifton – September 2017

Watch Coldstream Wealth Management’s moderated discussion with Dan Clifton, director of legislative and public policy research at Strategas Research Partners in Washington, D.C. In this discussion, Mr. Clifton provides his analysis of how current legislation and policy impacts our economy.

Coldstream Wealth Management Welcomes New Team Members

Bellevue, WA, September 27, 2017 – Coldstream Wealth Management today announced the addition of several influential and experienced team members.  Former Washington State Treasurer (2008-2016), James McIntire, along with Dan Kingston, Former Head of Portfolio Management at Vulcan Capital, will be founding members of the Coldstream Wealth Management Investment Strategy Group’s Advisory Board READ MORE

Coldstream’s Roger Reynolds Honored for Charitable Work with Outdoors For All Foundation

Bellevue, WA – Roger Reynolds, volunteer for Outdoors For All Foundation, received Honorable Mention for philanthropic excellence in the eleventh annual Invest in Others Awards.

The Invest in Others Charitable Foundation established its awards program to recognize the charitable work of financial advisors and financial services firms in communities across the country and around the world.

READ MORE

Rainier Group Joins Coldstream

SEATTLE, WA – April 3, 2017 – Coldstream Holdings, Inc. (CHI), the parent company of Coldstream Wealth Management, a registered investment adviser, announced today that it has closed its merger with The Rainier Group, Inc., a Bellevue firm that offers investment advisory and mid-market business consulting services. Rainier Group Investment Advisory, LLC is now doing business as Coldstream Wealth Management, and Rainier Group Business Advisory continues to operate under the name and brand of The Rainier Group, Inc.

READ MORE

Disability Advisory Services Sponsors WSAJ for 2nd Year

Coldstream’s Disability Advisory Services (DAS), always dedicated to delivering holistic financial guidance to individuals with a disability who have received a financial settlement, is proud to announce their comprehensive gold sponsorship with the Washington State Association for Justice (WSAJ) for the second year in a row.

The “oldest and largest civil justice advocacy organization in the Pacific Northwest,” WSAJ collaborates with Washington’s top legal and consumer protection groups to ensure the rights of wronged consumers, injured citizens, patients, and workers are upheld.

READ MORE

© 2018 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.