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Home | Coldstream We’re excited to announce that Cable Hill Partners has officially joined forces with Coldstream, an independent, 100% employee-owned financial services firm based in Seattle
About Us | Coldstream We are part of a small family of organizations under the umbrella of Coldstream Holdings We offer our clients a well-rounded approach to financial services through this trusted group of partners
Client Login | Coldstream Property and casualty insurance is offered by FIT Insurance, Inc dba Coldstream Risk Management Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc dba Coldstream Capital Partners
Our Founder Story | Coldstream Founded in 1996 in Bellevue, Washington, as Coldstream Capital Management, our company began with one mission: enhancing clients’ lives and providing peace of mind Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients for over 25 years
Understanding Wire Fraud and How to Prevent It | Coldstream At Coldstream, we are committed to protecting our clients from wire fraud and other scams Please see our previous article on cybersecurity to learn how we protect your data and what you can do to help protect your assets
Cable Hill Partners Joins Coldstream We’re excited to announce that Cable Hill Partners has officially joined forces with Coldstream, an independent, 100% employee-owned financial services firm based in Seattle
The “One Big Beautiful Bill”: Key Tax Provisions | Coldstream Sifting through the bill to identify all the relevant details will be a daunting task and will take some time—our objective in this article is to highlight some of the key provisions most likely to create tax planning opportunities for our Coldstream clients
2025 Tax Update: What Do You Need to Know? | Coldstream Please reach out to your Wealth Management team at Coldstream with questions about how to plan ahead *All of Coldstream’s staff shall attain the required licenses and designations necessary for his her position
Shelby DeSiervo | Coldstream In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility Shelby earned her bachelor’s degree from the University of Oregon and holds her CFP ® and CRPS® designations
Your Microsoft Layoff Roadmap: Seven Smart Financial Steps to Take Now COLDSTREAM DOES NOT OFFER LEGAL OR TAX ADVICE ONLY PRIVATE LEGAL COUNSEL OR YOUR TAX ADVISOR MAY RECOMMEND THE APPLICATION OF THIS GENERAL INFORMATION TO ANY PARTICULAR SITUATION OR PREPARE AN INSTRUMENT CHOSEN TO IMPLEMENT THE DESIGN DISCUSSED HEREIN