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
Insights
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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 [...] -
Important Update: New BOI Reporting Requirements Under FinCEN – Are You Ready?
Update April 7, 2025: FinCEN Removes Beneficial Ownership Reporting Requirements for U.S. Companies and Persons On March 21, 2025, The U.S. Department of Treasury issued a press release announcing that its Financial Crimes Enforcement Network (FinCEN) is issuing an interim final rule that eliminates the requirement for U.S. companies, U.S. persons, and domestic reporting companies [...] -
Navigating Trump’s Tariff Bombshell: Trade War or Negotiating Tactic
The market volatility that we’ve seen recently as a result of the Trump administration’s tariff announcement is naturally generating anxiety among investors. Although we all understand the risks of investing, it can take investors by surprise when market shocks occur. But as both investment professionals and students of markets and economies, we are well prepared [...]
Discover how we can help you achieve financial peace of mind.
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