John de Carvalho

Moss Adams Wealth Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm is a wholly owned subsidiary of Moss Adams Financial Services LLC, which is wholly owned by Moss Adams LLP, a national public accounting and consulting firm. Moss Adams Wealth Advisors generally provides investment advice to high-net worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.

Rainier Group Investment Advisory LLC (dba Coldstream Wealth Management) is a wealth management firm headquartered in Bellevue, Washington. The firm was founded by Bob Gruber in 2004 and in 2017 they merged with Coldstream Holdings Inc. Coldstream Wealth Management offers a full range of wealth management services, including portfolio management, family advisory, risk management, financial, retirement and education planning, and wealth transfer planning. They serve high net-worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.