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Home | Coldstream SEATTLE, June 03, 2025 – Exciting News: Cable Hill Partners is Now 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
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
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
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
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
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
2025 Tax Update: What Do You Need to Know? | Coldstream 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
Individuals and Families | Coldstream At Coldstream, we help you identify and prepare for those non-investment-related risks that can derail your life or financial stability We provide a full risk assessment and insurance review that examines risk from all angles, including access to our in-house property and casualty specialists
Invest in Women: Well-Being at Any Age | Coldstream Coldstream’s Women Wealth Group is intended to foster just this type of network, creating a community in which we can support and empower one another, while sharing much-needed conversations on the issues facing women today
Coldstream Rebrands Rainier Group as Coldstream Capital Partners In Coldstream Happenings SEATTLE, April 08, 2025 – We’re excited to announce our subsidiary, the Rainier Group, a boutique investment banking and strategic advisory firm, will now be known as Coldstream Capital Partners