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Insights

June 19, 2014

Helping others . . . and teaching the next generation

In Coldstream Happenings

MexicoIt was Spring Break in Mexico—but not how you might think (or see on TV). In April, Coldstream’s Chris Blakeslee led a group of 8 high school students on a mission trip to Tijuana, Mexico. They were part of a larger group of 65 kids. The group spent their week building and completing—from the ground up—a brand new house for a deserving homeless family.

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May 7, 2025

What is something important you learned from your mother and father about money and finances?

In honor of Mother’s Day this May and Father’s Day in June, Coldstream employees shared what they learned from their mothers and fathers about money. Here, we offer some of that collective wisdom to our readers:   Elaina Shemeta, CFP®, Team Lead & Wealth Manager One of the most valuable lessons my mom instilled in [...]

April 11, 2025

Bike to Work Month: Why We Do It

This year marks the 16th year I’ve organized a “Bike to Work” challenge for our company during the month of May. While the name harkens back to years ago when we daily commuted to the office and looked for ways to avoid traffic, today the definition has expanded; we include any type of activity that [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

April 8, 2025

Coldstream Rebrands Rainier Group as Coldstream Capital Partners

SEATTLE, April 08, 2025 – We’re excited to announce our subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now be known as Coldstream Capital Partners. This rebranding is part of a process that aims to better reflect a strategic alignment to expand services, enhance expertise, and improve operational efficiency for [...]