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Insights

May 19, 2014

Coldstream Earns its Master’s!

In Awards & Recognition, Coldstream Happenings

photo 2College 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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April 26, 2024

Coldstream Ranks in USA Today’s Best Financial Advisory Firms of 2024

USA Today released their list of Best Financial Advisory Firms of 2024. Coldstream is proud to be ranked #41 in their overall rankings and #14 in their rankings of firms with over $5 billion in AUM. We are honored to help high-net-worth individuals and their families achieve financial peace of mind. View the full list [...]

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 [...]