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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
Wealth Management | Coldstream A Coldstream wealth management plan means: Financial Planning Confidence comes from knowing what you have, understanding what you save or spend, and planning for where you’re going Our team will work with you one-on-one, starting with evaluating your current financial situation and then exploring all your possibilities for the future
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
Arnerich Massena joins Coldstream Like Coldstream, the firm is independently operated and employee-owned At the close of this partnership, Coldstream will have over $10 billion in assets under management Arnerich Massena was represented by DeVoe Company, a leading consulting firm and investment bank to RIAs Read the complete press release here