WHO WE ARE & WHAT WE DO FOR YOU

Personalized financial services created just for you.

Managing your finances can sometimes feel overwhelming. That’s why we’re here to simplify the process and provide you with financial solutions tailored to your needs.

No two financial situations are the same. That’s why we offer bespoke strategies that suit your unique financial goals. We’ll start by getting to know you, your financial aspirations, and build a wealth strategy that will get you where you want to be.

From specialized investment portfolios to comprehensive retirement planning and estate management, we offer a wide range of services designed to empower you to take control of your future with confidence and achieve your financial goals.

But it’s not just about numbers and figures to us – it’s about building lasting relationships. We go above and beyond for you. Why? Because when you choose to work with us, you’re entrusting us to guide you and your family. The trust you place in us means everything, and we do not take our responsibility lightly.

TRUSTED FINANCIAL SERVICES FOR OVER 28 YEARS

We are proud to have served our clients since 1996. This represents over 28 years of showing up for our clients, their kids and their kids’ kids. It’s helping families like yours reach their goals, whether it’s buying a dream home, having a loved one graduate from college or being able to retire early. It’s been an honor to serve you and we can’t wait to see what we can accomplish together next.

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FEATURED

Coldstream Rebrands Rainier Group as Coldstream Capital Partners

FEATURED

Coldstream Rebrands Rainier Group as Coldstream Capital Partners

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 [...]

READ MORE

Insights

  • 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 [...]

    READ MORE

  • Unlocking the Power of Roth Conversions for Long-Term Wealth Growth

    As wealth managers, we often help clients navigate strategies to maximize their retirement savings and tax advantages. One powerful tool in the arsenal is the Roth conversion, including the “Mega Backdoor Roth.” But what are Roth conversions, and how can they help you achieve your financial goals? What is a Roth Conversion? A Roth conversion [...]

    READ MORE

  • Coldstream Rebrands Rainier Group as Coldstream Capital Partners

    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 [...]

    READ MORE

  • 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 [...]

    READ MORE

  • Unlocking the Power of Roth Conversions for Long-Term Wealth Growth

    As wealth managers, we often help clients navigate strategies to maximize their retirement savings and tax advantages. One powerful tool in the arsenal is the Roth conversion, including the “Mega Backdoor Roth.” But what are Roth conversions, and how can they help you achieve your financial goals? What is a Roth Conversion? A Roth conversion [...]

    READ MORE

  • Coldstream Rebrands Rainier Group as Coldstream Capital Partners

    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 [...]

    READ MORE

  • 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 [...]

    READ MORE

  • Unlocking the Power of Roth Conversions for Long-Term Wealth Growth

    As wealth managers, we often help clients navigate strategies to maximize their retirement savings and tax advantages. One powerful tool in the arsenal is the Roth conversion, including the “Mega Backdoor Roth.” But what are Roth conversions, and how can they help you achieve your financial goals? What is a Roth Conversion? A Roth conversion [...]

    READ MORE

  • Coldstream Rebrands Rainier Group as Coldstream Capital Partners

    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 [...]

    READ MORE

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