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Insights

July 22, 2014

Coldstream Earns Honors

In Awards & Recognition

Peter Beeson, Rich Merrifield, Phil Platt
Peter Beeson, Rich Merrifield, Phil Platt

Coldstream was named one of the Puget Sound Business Journal’s Eastside Fastest Growing Private Companies for 2014. We were selected based on net revenue growth over the three years ending in 2013. While we are honored to have been part of this illustrious list, we recognize it is you, our clients and friends, who make this award possible. Thank you for your on-going confidence in us and support of our team.

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March 25, 2024

Coldstream Recognized on Barron’s 2024 Top Advisor Rankings by State

We’d like to congratulate Kevin Fitzwilson for his recognition in Barron’s 2024 Top Advisors by State Rankings. Kevin is among the top advisors in Washington State this year!  We thank him for his dedication to bringing peace of mind to the individuals and families we serve. Access the full ranking details on Barron’s website here.   Disclaimers [...]

Kevis Fitzwilson
Contributions from: Kevin Fitzwilson
coldstream in 2024 power book

January 23, 2024

Coldstream Ranks in Oregon Business’ 2024 Power Book: Financial Planners

Oregon Business released its 2024 Power Book: Financial Planners list. Coldstream is honored to have ranked #7! We are honored to serve our Oregon clients who have made us part of their financial journey. View the full list of rankings. Disclaimer: This list is compiled based on responses to a survey. Firms are not included [...]

October 30, 2023

Coldstream Ranks in PSBJ’s Fastest-Growing Private Companies

The Puget Sound Business Journal released its rankings for the Fastest-Growing Private Companies in Washington State. Coldstream is honored to be ranked #83! We are thankful to have a team dedicated to bringing our clients peace of mind and honored to serve the families and individuals who have entrusted us with their wealth management needs [...]