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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
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
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
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
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
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
Tax Consulting | Coldstream Coldstream Holdings, Inc is the parent company of Coldstream Tax Consulting Services and its related entities Hersman, Serles, Almond, LLC and Harrison Berkman Claypool Guard, PLLC both do business as Coldstream Tax Consulting
Wealth Management | Coldstream A Coldstream wealth management plan means: Financial Planning Confidence comes from knowing what you have, understanding what you save or spend, and planning for where you’re going Our team will work with you one-on-one, starting with evaluating your current financial situation and then exploring all your possibilities for the future
Caring for Our Community: The Erik Hansen Scout Park Project - Coldstream In Coldstream Happenings Contributions from: James L Moore, AAMS®, CMFC®, Ethan Luxton, FPQP™ Nestled along the mouth of the Kenai River, the Erik Hansen Scout Park had fallen into disrepair The park was much beloved by Kenai locals, but received less and less use the more disheveled it became
The Return of Diversification - Coldstream As always, we are truly honored in the trust you have placed in Coldstream to help guide you through the ever-changing market landscape Please don’t hesitate to reach out if you have any questions