Insights
May 7, 2014
Ground floor of a dream!
In Coldstream Happenings
We at Coldstream invite you to join us, and our partner College Access Now, as we help deserving students on their path to a college degree: http://www.collegeaccessnow.org/events
Related Articles
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®