Insights
September 26, 2012
Walk and Roll Event
In Coldstream Happenings
Come join Coldstream team members for the 2nd annual Walk and Roll event held at Seattle’s Greenlake Park on Saturday October, 6th 2012. This is our second year teaming up with the Spinal Cord Injury Association of Washington. SCIAW is the Washington State organization for people with spinal cord injuries and for all people committed to helping them. We hope to see you there.
Insights Tags
Related Articles
April 13, 2026
Celebrating Coldstream’s 30th Anniversary!
Coldstream got its start in 1996, the same year the Nintendo 64 hit shelves. Hotmail, one of the first web-based email services was launched that year, as was the Palm Pilot. DVDs were introduced in 1996 and Dolly the Sheep became the first mammal to be cloned. “Independence Day” was the top-grossing film, and the [...]
February 5, 2026
Coldstream Continues Expansion with New Office in Bend, Oregon
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. Coldstream, which oversees $14.05 billion in total client assets, supports more than 100 families [...]
December 16, 2025
Coldstream Surpasses $14.05 Billion in Total Client Assets
We are proud to announce that we have surpassed $14.05 billion in total client assets, completing another record year of growth. Our firm’s organic and merger-based growth has exceeded our three-year strategic plan ahead of schedule, which we have accomplished without external capital. Thank you to our wonderful team who made this happen and their [...]