Our Team

Meet Our Team

Anne Stonich

Teams

  • Team Paracle

Locations

  • Mercer Island

Roles

  • Board of Directors
  • Executive Team
  • Wealth Manager
  • Wealth Strategy Group

Anne Marie Stonich, CFP®, CPA

Chief Wealth Strategist & Board of Directors

(Pronouns: she/her/hers)

Anne Marie Stonich is Coldstream Wealth Management’s Chief Wealth Strategist and a member of the firm’s Board of Directors. She also works with clients as a Wealth Manager.

As the firm’s Chief Wealth Strategist, Anne Marie leans on her more than 20 years of experience working in the financial services industry. In this role, she collaborates with Coldstream’s professional teams to implement and fine-tune company-wide best practices to ensure a top-flight and consistent wealth management experience for clients – including financial planning, investment advisory, tax and estate planning, and insurance solutions.

In working with clients as a Wealth Manager, Anne Marie strives to simplify complex financial and investment issues, believing the approach makes discussions more interesting and engaging and leads to better collective decisions.

Before joining Coldstream, she co-founded Paracle Advisors, where she implemented her long-held philosophy that financial advisors can, and should, do more for families than simply provide advice about their investments. In 2021, Paracle merged with Coldstream, thanks to the firms’ shared service culture and professional compatibility. Before co-founding Paracle, Anne Marie worked at Deloitte & Touche as a CPA and Brighton Jones Wealth Management as a lead advisor.

Anne Marie sits on PURE Insurance’s Subscribers Advisory Committee (SAC). As a SAC member, she helps provide oversight on PURE’s company financials and operations, to ensure they are meeting their obligations to insurance policy holders. Anne Marie’s experience as Chief Wealth Strategist also allows her to provide insight into the insurance solutions high-net-worth clients need.

She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, and holds her Series 65 Uniform Investment Adviser license. Anne Marie graduated from the University of Washington with an accounting degree.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

THE MOST TREASURED THING I OWN

The idea of Bike to Work month!

ONE PIECE OF ADVICE

I believe honesty and transparency are the most important aspects of our business. Building trust with the families we serve and empowering our clients to make confident financial decisions is only successful in an environment where there is no question about motives and the clients’ best interests always come first.

HOBBIES

I love cycling and skiing with my family and friends. My husband and I enjoy long gravel rides and mountain biking in the sunshine.  During the winter, we enjoy skiing downhill (and uphill!) and heading out on family ski tips with our three teenagers.  Weekends are currently filled with high school football, baseball, water polo and lacrosse tournaments.  I love commuting to work on what I describe as the “best bike commute ever,” and I am proud of how much our office rallies for “Bike to Work” month!

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.

Recent Article Contributions

  • April 22, 2024

    Estate Changes Are Coming: Who Really Needs to Take Action?

    When Taylor Swift wrote her song, You Need to Calm Down, she probably had no idea how relevant her song title would be when thinking about the Tax Cuts and Jobs Act of 2017 (TCJA) sunsetting on January 1, 2026. Headlines are setting off alarms and panic for many high-net-worth individuals. However, the TCJA sunset [...]

    Becky Wilcox
    Contributions from: Becky Wilcox, CFA®, MBA, FRM®, Heather Hamamoto, CFP®, CDFA®, Anne Marie Stonich, CFP®, CPA
  • April 19, 2024

    Navigating the Impending “Sunset”: How to Prepare for Tax Changes Expected in 2026

    The Tax Cuts and Jobs Act of 2017 (TCJA) ushered in numerous changes to U.S. tax law, many of which are set to expire or “sunset” on January 1, 2026. This impending shift presents both challenges and planning opportunities for taxpayers. Here’s a detailed look at the key changes and strategic planning approaches to consider: [...]

    Contributions from: Anne Marie Stonich, CFP®, CPA
  • March 8, 2024

    Embracing Empowerment: A Wealth Manager’s Perspective on Women’s Leadership

    As we celebrate International Women’s Day, I find myself reflecting on the powerful moments shared at the recent Coldstream ‘Invest in Women’ event featuring Julie Larson-Green, Chief Technology Officer at Magic Leap. Surrounded by a diverse group of inspiring women, the energy in the room was palpable, fueled by the authenticity and wisdom imparted by [...]

    Contributions from: Anne Marie Stonich, CFP®, CPA