Coldstream Capital Management

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment portfolios for high net-worth individuals, families, and organizations. Coldstream Wealth Management is a part of a small family of organizations under the umbrella of Coldstream Holdings. Through this trusted group of partners, we are able to offer our clients a more comprehensive and well-rounded approach to wealth management and financial planning: - Ascent Capital - Fit Insurance - Rainier Group Founded in 1996 as Coldstream Capital Management, our company began with one goal in mind: enhancing people?s lives. With this goal, we dedicated ourselves to providing peace of mind and to strengthening relationships with insight, passion and action ? every client, every day. Since 2016, Coldstream has welcomed George R. Pierce & Associates and The Rainier Group to the team, adding depth, experience, and new perspectives to our growing family. Mission:?Vision / Mission Coldstream Holdings Inc. is a family of complementary services delivering best-in-class solutions to enhance the lives of successful individuals and families. Values We believe in Nurturing Relationships We aspire to Always Learn We believe in Perpetual Improvement We value Honesty We honor Service over Self