March 19, 2019 In Uncategorized By Jasmin Garcia

The Inherent Value of Good Advice

By Rachel McCracken

I joked the other day that now that I’m in my 40’s, I have a stable of specialists that I go and see to help me stay healthy and informed.  Other than the standard preventative annual check-ups to the doctor and dentist, I now regularly see the chiropractor, masseuse, trainer, and a radiologist, among others.  I have a watch to monitor my heart rate while I run, an app to clock weekly workout goals, and a scale that will tell me my BMI (should I ever want to know it).READ MORE

October 10, 2017 In Economy By Kristen Bridge

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.

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.

READ MORE

© 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.