Coldstream’s New Alaska Office

In Coldstream Happenings

SEATTLE – June 7, 2022 — We are thrilled to announce today the merger with Legacy Wealth Management, located in Kenai, Alaska. The addition of Mark Griffin, CFP and Michelle McGlasson reinforces our leadership in the Pacific Northwest and we are excited to offer a new office location for our clients in Alaska. Coldstream would also like to thank Roy A. Wells for his long-term commitment to making a difference in the lives of so many current and former Alaska residents. Read the complete press release here.

Insights Tags

Press Release

Back to Insights

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 [...]

February 6, 2025

Invest in Women: A Night of Inspiration, Connection, and Impact

As we reflect on another remarkable Invest in Women event, I am reminded of the power of shared experiences, meaningful conversations, and the strength of a supportive community. Coldstream’s commitment to fostering these connections was on full display as we gathered for an evening filled with inspiration, learning, and collaboration. The energy in the room [...]