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
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 [...]