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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
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
Contact Us | 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
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 This partnership brings together two firms with shared values and a client-first mindset
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 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 Coldstream is an employee-owned wealth management firm that’s been earning the trust of high net-worth clients for over 25 years
Washington State Tax Changes: What Affluent Families and Business . . . 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
What the 2024 Election Could Mean for Your Taxes | Coldstream Our Coldstream Wealth Strategy Group is closely monitoring these changes to help you stay informed and prepared for potential adjustments to your financial strategy In this post, we’ll outline the key provisions likely to be addressed, what’s expected to remain the same, and what could be up for negotiation in the next tax bill
Retirement Plan Services | Coldstream Receive a complimentary Coldstream Diagnosti(k) Review The Diagnosti(k) is customized around your specific 401(k) plan and offers an in-depth look into your plan’s administration, compliance, investments, fees, liabilities, and plan design