Blog - Coldstream Wealth Management

Coldstream Wealth Management Welcomes New Team Members

Posted September 28, 2017

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...

FIT INSURANCE ANNOUNCES EXPANSION AND NEW MANAGING PARTNER, CANDACE JENNINGS

Posted September 28, 2017

Bellevue, WA. September 27, 2017 – FIT Insurance, a boutique insurance broker headquartered in Bellevue, Washington, is pleased to announce expansion into the Portland/Lake Oswego, Oregon market on October 1, 2017 with the addition of its new managing partner, Candace Jennings, a Chartered Private Risk...

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

Posted September 11, 2017

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...

Rainier Group Joins Coldstream

Posted April 6, 2017

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...

Disability Advisory Services Sponsors WSAJ for 2nd Year

Posted February 14, 2017

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...

Coldstream Grows with the Addition of Rainier Group

Posted February 2, 2017

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...

Coldstream Wealth Management Welcomes New Team Members

FIT INSURANCE ANNOUNCES EXPANSION AND NEW MANAGING PARTNER, CANDACE JENNINGS

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

Rainier Group Joins Coldstream

Disability Advisory Services Sponsors WSAJ for 2nd Year

Coldstream Grows with the Addition of Rainier Group

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