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.
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 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.