September 28, 2017 In Awards & Recognition By Kristen Bridge

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

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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