Category: Awards & Recognition

Bellevue, WA – March 20, 2023 We’d like congratulate Kevin Fitzwilson for his recognition in Barron’s 2023 Top 1200 Advisor Rankings. Kevin is among the top advisors in Washington State this year!  We thank him for his dedication to bringing peace of mind to the individuals and families we serve. Access the full ranking details [...]

Bellevue, WA – March 15, 2022 We’d like congratulate Kevin Fitzwilson and Rachel McCracken for their recognition in Barron’s 2022 Top 1200 Advisor Rankings. Kevin and Rachel are among the top advisors in Washington State this year!  We thank them for their dedication to bringing peace of mind to the individuals and families we serve. [...]

Bellevue, WA – March 25, 2021 We’d like congratulate Kevin Fitzwilson and Joe Cervantes for their recognition in Barron’s 2021 Top 1200 Advisor Rankings. Kevin and Joe are among the top advisors in Washington State again this year!  We thank you for your dedication and personal approach to serving our clients.     Access the [...]

Bellevue, WA – March 19, 2020 – We are thrilled to share that Kevin Fitzwilson and Joe Cervantes have been recognized as top advisors in Washington State in Barron’s 2020 Top 1200 Advisor Rankings.  Congratulations Kevin and Joe!  We thank you for your continuous dedication to serving our clients. [...]

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 [...]

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 [...]

Coldstream Capital Management has been named one of Washington’s 100 Best Companies to Work For by Seattle Business magazine. An awards ceremony took place on July 1st to announce the winners among Seattle’s top businesses and leaders. Coldstream was one of 32 midsized businesses selected out of over 300 applicants who participated in the 2015 [...]

Coldstream was named one of the Puget Sound Business Journal’s Eastside Fastest Growing Private Companies for 2014. We were selected based on net revenue growth over the three years ending in 2013. While we are honored to have been part of this illustrious list, we recognize it is you, our clients and friends, who make [...]

College Access Now, a charity which helps deserving students pay for college, held its annual Spring fundraiser event on Tuesday, May 12th at Mohai on South Lake Union in Seattle.  Coldstream participated as one of the ‘Master’s Degree’ top sponsors of this great event.  Former Deputy Secretary of the United States Department of Housing and [...]