Coldstream, an employee-owned financial services firm based in Seattle, has restructured its leadership team, including appointing Kevin Fitzwilson as CEO, the firm announced. The firm has doubled its ...

Pacific Northwest Firm Streamlines Individual and Institutional Services Under the Umbrella of Coldstream Holdings SEATTLE, April 8, 2025 /PRNewswire/ -- Coldstream today announced that its subsidiary ...

SEATTLE, Jan. 9, 2025 /PRNewswire/ -- Coldstream Wealth Management ("Coldstream") today announced that Seattle-based financial services firms Harrison Berkman Claypool & Guard ("HBCG") a full-service ...

SEATTLE, Feb. 5, 2026 — Coldstream announced today that it has opened a new office in Bend, Oregon. Coldstream Chief Client Experience Officer and member of the firm’s Board of Directors, Anne Marie ...

Coldstream Wealth Management has announced a merger with LWM Wealth Management, a Kenai, Alaska-based firm with approximately $170 million in assets under management. Owned by Roy A. Wells and Mark ...

Coldstream Capital Management is gaining strength in the Pacific Northwest as it merges with a multibillion-dollar powerhouse advisory practice in Oregon. On Tuesday, Coldstream announced a merger ...

Coldstream Wealth Management, a registered investment advisor based in Bellevue, Wash., with approximately $7 billion in assets under management, has announced the appointment of Natalie Straub as its ...