Coldstream and Paracle Advisors Merge

This May, Coldstream will launch its fifth annual “Bike to Work Month,” marking its 17th year for some of our team members. This is no ordinary bicycle challenge: our Bike to Work Month is inclusive of all physical activities, inspiring Coldstreamers to move in whatever ways bring the most joy. We host a wide variety [...]

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 [...]

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 [...]