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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 Founded in 1996 in Bellevue, Washington, as Coldstream Capital Management, our company began with one mission: enhancing clients’ lives and providing them peace of mind
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
Contact Us | Coldstream Let’s Talk We’re excited to learn about your goals and answer your questions Contact us to set up a consultation
Advisors | Coldstream The Coldstream team is something truly special: credentialed, multi-disciplinary, highly qualified and committed to continuous learning Smart and passionate about giving you their very best
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
Family Office | Coldstream At Coldstream, we’re here to help you navigate them Our Family Office Services provide a comprehensive, personalized approach aimed at protecting and growing your wealth while ensuring it aligns with your values and long-term vision
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
Executive Team | Coldstream Tara joined Coldstream in 2017 after working with the firm for over a year as our human resources consultant She possesses over 16 years of experience providing advice, counsel, and hands‐on HR services to a variety of small to medium‐sized businesses in the Puget Sound area