Coldstream’s Expansion in the Pacific Northwest
Coldstream is excited to announce the opening of its latest office in Bend, Oregon, a significant milestone in its ongoing growth strategy. This new office aims to bolster Coldstream's service capabilities for clients in the region, a community the firm has been closely connected to for many years.
Leadership and Team Enhancements
At the helm of this expansion is Anne Marie Stonich, CFP, CPA, who is both the Chief Client Experience Officer and a member of Coldstream's Board of Directors. Her leadership will guide the firm's initiatives to enhance its support for the Bend area's clientele. Stonich expressed her enthusiasm about the new office, highlighting the firm's commitment to delivering excellent service to clients no matter where they are located.
Joining the Bend team is Krista Charlton, CFP, a seasoned professional with extensive experience in financial advisory services. Having spent 14 years at Ascent Capital in various roles, Charlton’s expertise aligns perfectly with Coldstream's mission. She holds a Bachelor of Business Administration focused on finance and received her CFP certification in 2014, along with the Series 65 license.
Strengthening Community Ties
Charlton shared her excitement about this new chapter, stating, "Coldstream provides an incredible platform to support my clients in the region and beyond. I’m thrilled to be working closely with Anne Marie and the entire leadership team as I take this next step in my career." This sentiment captures the company’s philosophy of nurturing local talent to better serve clients.
Strategic Growth Without External Funding
Coldstream's growth has been remarkable, having tripled its assets since 2021. The company has achieved this impressive growth trajectory without relying on external capital partners. This strategy underscores Coldstream's commitment to being an employee-owned firm that is dedicated solely to client service.
Last summer marked another significant achievement for Coldstream as it welcomed Cable Hill Partners, a prominent $2 billion Registered Investment Advisor (RIA) based in Portland, to its ranks. This partnership has amplified Coldstream's capacity to provide retirement plan services to institutional clients, enhancing their service offerings. Previous to this, the firm also integrated Harrison Berkman Claypool & Guard along with HBC Financial Services, adding significant resources and strengths to its tax service capabilities.
About Coldstream
Founded in 1996 in Bellevue, Washington, Coldstream is an employee-owned financial services firm that emphasizes the importance of client relationships. The firm is dedicated to enhancing the lives of its clients and fostering peace of mind. Coldstream offers an extensive range of financial services, including Wealth Management, Tax Consulting, Institutional Investment Advisory, and more.
With offices located in multiple states, Coldstream is well-positioned to serve individuals, families, and institutions. Each service is backed by a team of professionals who are committed to the long-term success of their clients. Coldstream’s dedication to employee ownership ensures that its stakeholders are aligned in their goals of high-quality service and client satisfaction.
Frequently Asked Questions
What services does Coldstream offer?
Coldstream provides a range of financial services including wealth management, tax consulting, investment advisory, and retirement plan services.
Where is Coldstream's new office located?
The new Coldstream office is located in Bend, Oregon, serving the local community and surrounding areas.
Who is leading the new Bend office?
Anne Marie Stonich, CFP, CPA, is overseeing the Bend office as the Chief Client Experience Officer.
What is Coldstream’s growth strategy?
Coldstream focuses on organic growth without external capital, emphasizing employee ownership and exceptional client service.
How has Coldstream expanded its services recently?
Coldstream has significantly enhanced its service offerings by integrating other financial firms, allowing for a broader range of expertise and resources.
