September 11, 2017 In Awards & Recognition By Kristen Bridge

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.

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April 6, 2017 In Coldstream Happenings, Wealth Management By Leslie McCain

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.

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February 14, 2017 In Coldstream Happenings, Disability Advisory Services, Strategic Philanthropy By Lauren Bayer

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.

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February 2, 2017 In Coldstream Happenings By Lauren Bayer

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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November 29, 2016 In Coldstream Happenings, Disability Advisory Services By Lauren Bayer

Coldstream’s DAS at Outdoors For All Gala

Coldstream’s Disabled Advisory Services (DAS) team celebrated with our guests at Outdoors For All’s annual gala in October. The evening raised over $350,000 for programs that enrich the lives of people living with a disability through outdoor recreation experiences. OFA is the nation’s leading year-round recreation program, serving over 2,400 individuals each year. Thanks to our supportive guests and the incredibly passionate Coldstream team!

March 4, 2016 In Coldstream Happenings, Wealth Management By Lauren Bayer

George R. Pierce & Associates Join Coldstream

SEATTLE, WA – March 4, 2016 – Coldstream Wealth Management announces their merger with George R. Pierce & Associates (GP), an independent wealth management firm based in Seattle, WA, and the opening of a downtown office on Lake Union. Coldstream, advising over 600 households and $1.57 billion in assets as of December 31st, 2015, adds approximately 300 households and $325 million in assets with the addition of GP. Post-closing, GP will take on Coldstream’s name.

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