Happenings at Coldstream

In Coldstream Happenings

The second quarter proved to be an eventful one for Coldstream and our team members as we merged with two Northwest-based firms, Ascent Capital and Pacific NW Insurance.

Ascent Capital Partners

Ascent is a real estate lending partnership led by Managing Member, Chris Blakeslee, a 20 year veteran in the lending and construction industries. Ascent specializes in providing short term or investment type commercial loans to single family home builders in the Puget Sound area.

The partnership between Coldstream and Ascent creates opportunity for investors who wish to broaden their alternatives investment portfolio. Chris joins Coldstream as a Portfolio Manager and member of our Investment Strategy Group. Visit www.ascent-cap.com for more information. Welcome aboard Chris!

Pacific NW Insurance

Founded in 1993 and based in Kirkland, WA, Pacific NW Insurance (“PNI”) is a property, casualty, life insurance and employee benefits specialist acquired by Coldstream in June. PNI founder and now Coldstream Partner, Rob James, and his team have worked closely with Coldstream for over 10 years providing independent and objective risk management services to our clients.

A formal partnership with PNI enhances our ability to proactively identify and address a client’s potential liability exposures as part of our integrated wealth management platform. More information about PNI may be found at www.pacnwins.com. Please join us in welcoming aboard Rob, Steve Jasper, Paulette Anderson, Chris Milley, Karen Ford and Mandi Blevins!

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February 5, 2026

Coldstream Continues Expansion with New Office in Bend, Oregon

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 [...]

December 16, 2025

Coldstream Surpasses $14.05 Billion in Total Client Assets

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 [...]

November 7, 2025

Invest in Women – Impact by Design: Women Shaping the Future of Giving

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 [...]

Contributions from: Kim Rosenberg, CFP®, Katie Quick, CFP®, Katelyn Spangler, CFP®

July 17, 2012