Insights
May 19, 2014
Coldstream Earns its Master’s!
In Awards & Recognition, Coldstream Happenings
College Access Now, a charity which helps deserving students pay for college, held its annual Spring fundraiser event on Tuesday, May 12th at Mohai on South Lake Union in Seattle. Coldstream participated as one of the ‘Master’s Degree’ top sponsors of this great event. Former Deputy Secretary of the United States Department of Housing and Urban Development Ron Sims was the keynote speaker. Kurt Biederman, Hilary Clark, Jenny Dunne, and Kevin Fitzwilson joined a crowd of 300 in thoroughly enjoying the festivities and helping this very worthy cause.
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September 5, 2025
PSBJ’s 2025 Best Workplaces in Washington
We are proud to be ranked in the 2025 Best Places to Work in Washington State list from the Puget Sound Business Journal. Coldstream Wealth Management was ranked #16 in the large company category. Thank you to our dedicated employees for making this possible. Here’s to continued growth and success together! Find the full list [...]
July 18, 2025
Caring for Our Community: The Erik Hansen Scout Park Project
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, [...]
Contributions from: James L. Moore, AAMS®, CMFC®, Ethan Luxton, FPQP™
July 16, 2025
Coldstream Enhances Leadership Structure
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 [...]