Insights
December 16, 2025
Coldstream Surpasses $14.05 Billion in Total Client Assets
In Awards & Recognition, Coldstream Happenings
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 dedication to enhancing people’s lives.
Read the full press release here.
Insights Tags
Related Articles
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®
November 6, 2025
Coldstream Holiday Giving Guide
For Coldstream, giving back to the community is a core part of who we are as a firm, and we know how important philanthropy is to our clients and friends. We are connected to so many organizations and non-profits that are doing incredible work, and are honored to be part of this amazing community that [...]
October 31, 2025
Coldstream Holiday Gift Drive
Everyone can make a difference in the lives of those in need, and the holiday season is a great time to give back. We want to make it easy to connect to those in the community who need a helping hand, so Coldstream is hosting a holiday gift drive in all of our offices in [...]