Coldstream Wealth Management

Congratulations to Ian Lung on earning his Financial Paraplanner Qualified Professional™, FPQP® designation!

Earning the FPQP® designation requires completing 144 hours of coursework, studying, and a final exam - resulting in gaining a strong foundation for financial planning.

We can't thank you enough for being an essential member of our Coldstream team!

🎙️ What does wealth mean across generations?

In our latest Ask the Expert podcast episode, we take a more personal look at wealth, family, and the lessons that get passed down from one generation to the next.

Our Chief Client Experience Officer, Anne Marie Stonich, is joined by her dad and daughter for a candid conversation about three generations of wealth—including different perspectives on money, financial values, and what it means to build a lasting legacy.

It’s a conversation about more than finances. It’s about the experiences, values, and conversations that shape how families think about wealth for generations to come.

🎧 Listen to 3 Generations of Wealth here:

3 Generations of Wealth: A Coldstream Videocast Interview In this podcast, we get a rare glimpse into the financial lives of three different generations from the same family, spanning 21 years old to age 90.

Welcome to the team, Paulette Anderson!

As the Account Manager on our Risk Management team, Paulette works with clients to find insurance solutions that fit their life and protect what they’ve worked hard to achieve.

We're happy to have you, Paulette!

Recognized among the nation’s top RIAs🏆

We’re proud to share that Coldstream has been named to Barron's 2026 Top 100 RIA Firms ranking, coming in at #43.

This recognition reflects the strength of our team, our commitment to our clients, and our continued growth as an independent, employee-owned wealth management firm.
Thank you to our clients and team members who make this recognition possible. We’re honored to continue building on this momentum and serving our clients for years to come.

📘See full list: https://ow.ly/YPam50ZNAjw

*Ranking published September 14, 2026, based on data as of 6/30/2026, compiled by Barron's from information submitted by participating firms. No compensation was paid in connection with the ranking. Rankings are not indicative of future performance or any client's experience.

Barron's Top Financial Advisor Rankings Here are America's best financial advisors.

Congratulations to Kevin Fitzwilson! We’re proud to share that Kevin Fitzwilson has been named a 2026 Think Advisor Luminaries Finalist for CEO of the Year in the RIAs category for firms with more than $10 billion in AUM/AUA.

This recognition reflects Kevin’s leadership and commitment to advancing Coldstream and the clients we serve. We’re thrilled to see his leadership recognized among the industry’s best.

📘https://ow.ly/Iv9z50ZNAaW
The 2026 Luminaries Awards gala will take place December 3 in New York City.

*Finalists announced September 3, 2026, based on nominations submitted April 20 through July 7, 2026. No fee was paid for nomination or consideration. Finalist status is not indicative of any client's experience.

ThinkAdvisor Luminaries Finalist: CEO of the Year | Coldstream We’re proud to share that CEO Kevin Fitzwilson has been named a 2026 ThinkAdvisor Luminaries Finalist for CEO of the Year in the RIAs category for firms wit ...

Happy 5-year work anniversary to Jordan Lau!🎉

As an Associate Wealth Manager, Jordan is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan.

We thank Jordan for his contributions to Coldstream and his dedication to enhancing people's lives!

💡 Financial literacy starts early.

With shopping, spending, and even earning increasingly happening online, money can feel almost invisible to kids. That makes it more important than ever to intentionally teach children how to make thoughtful financial decisions.

From practicing spending choices to understanding saving, investing, and the risks of debt, everyday experiences can help build healthy money habits that last a lifetime.

📘Read our latest article for 5 practical ways to build financial literacy in your children:

5 Ways to Build Financial Literacy in Your Children The world of money is mostly hidden by technology for the younger generation. We offer 5 ways to be intentional in helping children build financial literacy.

🎉Coldstream was just ranked #19 on the Washington's Best Workplaces list (category - large companies) - cheers to our incredible team!

Your dedication, collaboration, and care for clients (and each other) make Coldstream such a special place to work.

💜 A few of our colleagues had the honor of attending the event and celebrating with other standout companies in the region.
Here’s to continuing to grow together!

📰See full list: https://ow.ly/AKmt50ZM1bE^22711364

In observance of Labor Day, our office will be closed Monday, September 7th.

We will resume normal business hours on Tuesday. Wishing everyone a relaxing holiday!

🏠 Building Hope, One Tiny Home at a Time

At Coldstream, we believe in giving back. For the fifth year in a row, our team came together to make a tangible impact at The Hope Factory! We value the opportunity to volunteer our time and skills to support meaningful causes. With teamwork and dedication, we helped construct a tiny home from the ground up, filling its walls with messages of encouragement and hope for its future residents.

Sound Foundations NW is making a real difference by providing transitional housing for those experiencing homelessness. Each tiny home serves as a safe haven for an average of 114 days and continues to offer shelter for over 60 individuals throughout its 20-year lifespan.
💗A heartfelt thank you to our team for showing up, working hard, and making a lasting impact in our community!