Insights

June 11, 2024

Coldstream Expands Services with the Launch of Coldstream Risk Management

In Coldstream Happenings

SEATTLE – JUN. 11, 2024 – We are excited to announce the continued expansion of our strategic client services offerings with the launch of Coldstream Risk Management. Formerly known as FIT Insurance, a subsidiary of Coldstream, this comprehensive risk management platform will now be completely integrated into the service offering for Coldstream clients.

Built to address individual clients’ unique challenges and needs, Coldstream Risk Management will deliver dynamic, private client risk advice and insurance solutions. The team provides agnostic, independent analysis, resulting in personalized risk models that meet clients’ immediate needs and allow for scalability of coverage over time. Peter Beeson, who has more than three decades of experience in risk management and private client insurance, will serve as Team Lead. Read the complete press release here.

Related Articles

April 13, 2026

Celebrating Coldstream’s 30th Anniversary!

Coldstream got its start in 1996, the same year the Nintendo 64 hit shelves. Hotmail, one of the first web-based email services was launched that year, as was the Palm Pilot. DVDs were introduced in 1996 and Dolly the Sheep became the first mammal to be cloned. “Independence Day” was the top-grossing film, and the [...]

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 [...]