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Home | Coldstream Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc dba Coldstream Capital Partners Hersman, Serles, Almond, LLC and Harrison Berkman Claypool Guard, PLLC both do business as Coldstream Tax Consulting
Client Login | Coldstream 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
About Us | Coldstream Coldstream provides equality of opportunity for all team members, based on capability, performance and fairness We’re committed to cultivating an environment that embraces, supports and respects all team members
Contact Us | Coldstream Let’s Talk We’re excited to learn about your goals and answer your questions Contact us to set up a consultation
Team Members | Coldstream The Coldstream team is something truly special: credentialed, multi-disciplinary, highly qualified and committed to continuous learning Smart and passionate about giving you their very best
Coldstream Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996 We start with your goals, financial and otherwise, and an investment strategy that will get you there
Choosing the Right Trustee: One of the Most Important . . . - coldstream. com To learn more about professional and corporate trustees, and when families might consider hiring a professional trustee, listen to Coldstream’s Ask the Expert podcast, Professional Trustees A Decision That Should Evolve One of the most overlooked realities is that trustee selection is not permanent People mature Circumstances change
Coldstream Continues Expansion with New Office in Bend, Oregon Coldstream Continues Expansion with New Office in Bend, Oregon In Coldstream Happenings We’re happy to announce that we have opened a new office in Bend, Oregon Coldstream Chief Client Experience Officer and member of the firm’s Board of Directors, Anne Marie Stonich, CFP®, CPA, will oversee the firm’s continued expansion in the region
Careers | Coldstream Diversity, Equity, Inclusion, and Belonging at Coldstream: Coldstream is committed to inclusion and diversity To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more
Coldstream Rebrands Rainier Group as Coldstream Capital Partners In Coldstream Happenings 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