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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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 [...]

June 3, 2025

Cable Hill Partners Joins Coldstream

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 [...]

July 17, 2012