Category: Coldstream Happenings

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 [...]

Something powerful is happening in women’s philanthropy, a new paradigm in giving defined by collaboration, compassion, and purpose. That spirit filled the room at Coldstream’s latest Invest in Women event, “Impact by Design: Women Shaping the Future of Giving.” Hosted in Portland, the gathering brought together women who are transforming the way generosity is expressed [...]

For Coldstream, giving back to the community is a core part of who we are as a firm, and we know how important philanthropy is to our clients and friends. We are connected to so many organizations and non-profits that are doing incredible work, and are honored to be part of this amazing community that [...]

Everyone can make a difference in the lives of those in need, and the holiday season is a great time to give back. We want to make it easy to connect to those in the community who need a helping hand, so Coldstream is hosting a holiday gift drive in all of our offices in [...]

Nestled along the mouth of the Kenai River, the Erik Hansen Scout Park had fallen into disrepair. The park was much beloved by Kenai locals, but received less and less use the more disheveled it became. In June 2025, a team from Coldstream—led by Jim Moore and made up of Roger Reynolds, David Powers, Dina Liening, Pierson Zahn, [...]

SEATTLE, July 16, 2025 — We are excited to announce that we have enhanced our leadership team structure to improve processes and refine roles and responsibilities, as we successfully reached our three-year growth goals well ahead of schedule. As a rapidly scaling financial services firm, we have shifted our structure to address unique opportunities of [...]

SEATTLE, June 03, 2025 – Exciting News: Cable Hill Partners is Now Coldstream! We’re excited to announce that Cable Hill Partners has officially joined forces with Coldstream, an independent, 100% employee-owned financial services firm based in Seattle. This partnership brings together two firms with shared values and a client-first mindset. With Coldstream’s roots dating back [...]

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 [...]

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 [...]