Coldstream Expands Its Reach in the Pacific Northwest with New Office and Team in Bend, Oregon

Coldstream Expands Its Presence in Bend, Oregon

Coldstream, a notable financial services firm, has unveiled its new office location in Bend, Oregon, as part of its strategic effort to extend its reach in the Pacific Northwest. This development highlights the firm’s commitment to better serving its clients in the region, where it already maintains significant relationships.

Leadership and The New Team

Anne Marie Stonich, Chief Client Experience Officer at Coldstream and a member of the Board of Directors, will lead the firm's operations in Bend. Stonich expressed excitement about the new facility, stating, “Our firm is built on empowering our employees to deliver exceptional service to their clients wherever they want to be.” This sentiment underscores Coldstream's dedication to prioritizing client satisfaction as it grows its footprint in this vibrant community.

Joining the Bend office is Krista Charlton, a Certified Financial Planner® with extensive experience in financial advising. Previously, Charlton served as an advisor and director of operations at Ascent Capital for 14 years. Her background in finance, coupled with her recent accomplishments, including obtaining her CFP® certification in 2014, positions her well to support Coldstream’s regional goals. “Coldstream provides an incredible platform to support my clients in the region and beyond,” she shared enthusiastically, indicating her readiness to collaborate with the leadership team to enhance client services.

Strategic Growth Initiatives

Coldstream has witnessed substantial growth over the past few years without relying on external capital, which signifies its robust operational strategy. The firm’s total client assets have surged by three times since 2021, currently standing at an impressive $14.05 billion. This rapid growth trajectory is largely attributed to their adept management and focus on client-centric services.

Additionally, Coldstream has been proactive in reinforcing its capabilities. The firm recently integrated Cable Hill Partners, a Portland-based registered investment advisor (RIA) managing $2 billion, which will allow Coldstream to enhance its retirement plan services for institutional clients. Furthermore, the acquisition of HBC Financial Services strengthened its tax service offerings, a strategic move following their merger with Seidman Capital Group and Hersman Serles Almond, LLC in October 2023.

The Coldstream Philosophy

Founded in 1996 in Bellevue, Washington, Coldstream has focused on transforming its clients' lives positively, aiming to provide peace of mind through comprehensive financial services. The firm caters to various needs, offering wealth management, family office services, tax consulting, institutional investment advisory, investment banking, and more. This holistic approach ensures that clients, whether individuals or organizations, receive tailored solutions that suit their unique circumstances.

With offices across multiple states, Coldstream is positioned to cater to its ever-growing client base with the expertise and dedication necessary for long-term success. As they embrace this new chapter in Bend, the firm’s leadership is excited to deepen existing community ties and foster new ones, adding significant value to the financial landscape of the region.

For more details about their services or to learn more about Coldstream’s initiatives, individuals can visit www.coldstream.com. Coldstream remains committed to its mission of delivering exceptional service while maintaining a strong employee-driven growth environment.

Conclusion

With the opening of the new Bend office and the onboarding of key team members, Coldstream is not just expanding its geographical reach but also reinforcing its commitment to providing superior client service in the Pacific Northwest, a move that is set to yield substantial benefits to the community they serve.