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Coldstream Wealth Management

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Coldstream Wealth Management

Mission statement:

Our mission is to enhance people’s lives. And we believe that financial success is just the beginning; however you may define this. We strive to enhance your life through expert guidance, diligence and utmost integrity as your financial and wealth advisor.

As well, within Coldstream each day we operate under a guiding principle of core values to achieve our mission and goals for you.

Overview:

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and
customized investment portfolios. We help you make the complex decisions that come with wealth
so that you can achieve the financial and lifestyle goals that are important to you.

Coldstream Grows with the Addition of Rainier Group

On behalf of everyone at Coldstream, we proudly welcome the latest addition to our family of services: The Rainier Group, a Bellevue firm that offers investment advisory and mid-market business consulting services. Founded in 1988 with many of the same core values that have contributed to Coldstream’s success, Rainier Group will join us as a 6th client advisory team while also adding a new affiliate business consulting arm to our suite of complementary client solutions.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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