Insights

April 8, 2025

Coldstream Rebrands Rainier Group as Coldstream Capital Partners

In Coldstream Happenings

SEATTLE, April 08, 2025 – We’re excited to announce our subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now be known as Coldstream Capital Partners. This rebranding is part of a process that aims to better reflect a strategic alignment to expand services, enhance expertise, and improve operational efficiency for clients of both firms by integrating Coldstream Capital Partners’ offerings into Coldstream’s comprehensive financial services platform.

“Our clients expect access to high levels of expertise and resources in every aspect of their personal and professional financial lives, and we’re proud that the Coldstream brand has the reputation of meeting and exceeding those expectations,” said Kevin Fitzwilson, Managing Partner of Coldstream Holdings. “Bringing Coldstream Capital Partners under this umbrella furthers our ability to provide our clients with a full range of services that enhance their experience and help them reach their goals.”

Read the full press release here.

Related Articles

June 3, 2025

Cable Hill Partners Joins Coldstream

SEATTLE, June 03, 2025 – Exciting News: Cable Hill Partners is Now Coldstream! We’re excited to announce that Cable Hill Partners has officially joined forces with Coldstream, an independent, 100% employee-owned financial services firm based in Seattle. This partnership brings together two firms with shared values and a client-first mindset. With Coldstream’s roots dating back [...]

May 7, 2025

What is something important you learned from your mother and father about money and finances?

In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers:   Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]

April 11, 2025

Bike to Work Month: Why We Do It

This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]

Contributions from: Anne Marie Stonich, CFP®, CPA