FWAC Member

Anne Marie Stonich, CFP®, CPA

Chief Client Experience Officer

Anne Marie Stonich, CFP®, CPA, is a Wealth Manager at Coldstream Wealth Management and leads the firm’s Family Office Services. Drawing on more than two decades of experience advising individuals and families with complex financial lives, Anne Marie works closely with clients to bring clarity and coordination across their wealth, including investment management, tax and estate planning, business and liquidity planning, philanthropy, and family legacy.

After serving in executive leadership roles focused on advancing Coldstream’s client experience and wealth planning capabilities, Anne Marie chose to return her primary focus to what she enjoys most: working directly with clients and families. In addition to advising her own clients, she leads the continued evolution of Coldstream’s Family Office Services, helping the firm deliver an increasingly comprehensive and coordinated experience for families whose needs extend well beyond traditional investment management.

Anne Marie began her career as a CPA and at age 28 co-founded Paracle Advisors, an independent, fee-only wealth management firm. She spent 17 years leading and growing Paracle before merging the firm with Coldstream Wealth Management. During that time, she helped build Paracle into a 25-person firm managing approximately $1.6 billion in assets. That experience as both an entrepreneur and wealth manager continues to shape how she advises successful individuals, business owners, executives, and multigenerational families.

Anne Marie also leads the development of Coldstream’s Family Office Services, bringing together the expertise, resources, and relationships needed to help families navigate the increasingly complex issues that accompany significant wealth. She is particularly passionate about helping families prepare future generations, navigate important life transitions, and use their wealth intentionally. Coldstream’s Family Office approach encompasses wealth and investment management, tax and estate planning, risk and privacy management, business-owner needs, philanthropy, and family legacy and well-being.

Throughout her career, Anne Marie has been passionate about improving the wealth management experience for both clients and advisors. At Coldstream, she has helped shape the firm’s approach to client service, planning, segmentation, Family Office services, and multigenerational family engagement. Her work has included building the Coldstream Family Education Series and expanding Family Office capabilities to address needs such as concierge healthcare and philanthropic planning.

Anne Marie is a CFP® professional and CPA and has been recognized for her contributions to the wealth management industry. She was named to the Puget Sound Business Journal’s “40 Under 40” and was nominated for “Thought Leader of the Year” at the 2023 Wealthies. She has also shared her perspectives on wealth planning and client relationships with national publications including Reuters, FA Magazine, and WealthManagement.com.

Outside of work, Anne Marie enjoys spending time with her family and being active outdoors.