Blog - Coldstream Wealth Management

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’s DAS at Outdoors For All Gala

Posted November 29, 2016

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...

George R. Pierce & Associates Join Coldstream

Posted March 4, 2016

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...

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

Coldstream’s DAS at Outdoors For All Gala

George R. Pierce & Associates Join Coldstream

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