• Contact Us
  • Careers
  • Client Login
Coldstream -
  • Services
    • Private Wealth Management
      • Wealth Management
      • Family Office
    • Institutional Investment Advisory
      • Endowments and Foundations
      • Fund Management
      • Retirement Plan Services
    • Tax Management
      • Tax & Consulting
    • Consulting
      • Investment Banking
      • Strategic Advisory
    • Insurance
      • Risk Management
  • About Us
    • About Us Overview
    • Our Founder Story
    • Engaging in Our Community
    • Awards and Recognitions
  • Meet Your Team
    • Meet Your Team Overview
    • Contact Us
  • Insights
    • Insights Overview
    • Market Commentary
    • Wealth Strategy
    • The COO Roundtable Podcast
    • Disability Advisory Services
    • Women and Wealth
    • Company Benefits
  • Contact Us
  • Careers
  • Client Login
Coldstream -

Bellevue

425.283.1600

Seattle

206.281.7700

Mercer Island

206.466.6200

Kirkland

425.822.6557

Portland NE

503.239.0475

Portland SW

503.765.1223

Boise

208.515.2230

Kenai

907.215.2180

  • Contact Us
  • Disclosures
  • Privacy Policy
  • ADV Part 2
  • ADV Part 3 – Form CRS
© 2025 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc. dba Coldstream Capital Partners. All Rights Reserved.