F5 St. Patty’s Day Dash Success!

In Coldstream Happenings

The sun came out to shine on the 13,000+ participants and 300+ volunteers, who made the 29^th St. Patty’s Day Dash a huge success! Over a dozen companies took the Coldstream corporate team challenge to increase internal wellness. The winning team was Coinstar with 115 runners over F5, Zonar Systems, T-Mobile, Deloitte & Touche, NY Life, NorthCoast Electric, Coldstream and others. Congrats to Coinstar!

Thanks for the support and your participation to make your work environment a healthier place!

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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®

March 19, 2013