Category: Awards & Recognition

Oregon Business released its 2024 Power Book: Financial Planners list. Coldstream is honored to have ranked #7! We are honored to serve our Oregon clients who have made us part of their financial journey. View the full list of rankings. Disclaimer: This list is compiled based on responses to a survey. Firms are not included [...]

The Puget Sound Business Journal released its rankings for the Fastest-Growing Private Companies in Washington State. Coldstream is honored to be ranked #83! We are thankful to have a team dedicated to bringing our clients peace of mind and honored to serve the families and individuals who have entrusted us with their wealth management needs [...]

Barron’s released their rankings for their 2023 Top 100 RIA Firms survey. Coldstream is honored to be ranked #59. This is Coldstream’s 4th consecutive year ranking in this survey. We are thankful to have a team dedicated to bringing our clients peace of mind and honored to serve the families and individuals who have entrusted [...]

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 [...]