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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April 11, 2025

Bike to Work Month: Why We Do It

This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

April 8, 2025

Coldstream Rebrands Rainier Group as Coldstream Capital Partners

SEATTLE, April 08, 2025 – We’re excited to announce our subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now be known as Coldstream Capital Partners. This rebranding is part of a process that aims to better reflect a strategic alignment to expand services, enhance expertise, and improve operational efficiency for [...]

February 6, 2025

Invest in Women: A Night of Inspiration, Connection, and Impact

As we reflect on another remarkable Invest in Women event, I am reminded of the power of shared experiences, meaningful conversations, and the strength of a supportive community. Coldstream’s commitment to fostering these connections was on full display as we gathered for an evening filled with inspiration, learning, and collaboration. The energy in the room [...]