
Insights
August 26, 2014
The sailing is smooth, sometimes
In Coldstream Happenings
This month, Kevin Fitzwilson and his team cruised by boat up to beautiful Roche Harbor to meet with Coldstream clients. A great time was had by all. The weather on the return trip, however, allowed this hearty crew to ‘soak up’ all the fun they could handle, earning a new and likely permanent respect for the words ‘small craft advisory’. It was a true team effort on the trip home, and Jenny Dunne contributed to our team’s safe return with her ability to repair windshield wipers, on-the-fly.
Related Articles

May 7, 2025
What is something important you learned from your mother and father about money and finances?
In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers: Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]

April 11, 2025
Bike to Work Month: Why We Do It
This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

April 8, 2025
Coldstream Rebrands Rainier Group as Coldstream Capital Partners
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. This rebranding is part of a process that aims to better reflect a strategic alignment to expand services, enhance expertise, and improve operational efficiency for [...]