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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
Qualified Charitable Distributions (QCDs) Are Gaining Momentum: How . . . Source: Coldstream Looking Ahead While the OBBB brings some welcome enhancements—like the modest universal charitable deduction—it also quietly erodes the tax value of traditional itemized giving QCDs, by contrast, can sidestep these limitations and offer tax efficiency along with your philanthropic efforts
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
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
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
Watch Coldstream’s MarketCast for First Quarter 2025 Coldstream is excited to share its MarketCast for the first quarter of 2025, where we’ll wrap up 2024 and look ahead at the coming year This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape
Todd Hobson | Coldstream Before joining Coldstream, he was a Director of Financial Planning and Lead Advisor at Cable Hill Partners In 2025, Cable Hill Partners merged with Coldstream thanks to the firms’ shared service culture and professional compatibility