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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
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
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
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
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
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
Watch Coldstream’s MarketCast for Second Quarter 2025 Coldstream is excited to share its MarketCast for the second quarter of 2025, where we discuss the events of the first quarter of 2025 This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape
Shelby DeSiervo | Coldstream Before joining Coldstream, Shelby was a Partner at Cable Hill Partners where she advised high-net-worth clients and helped her team drive excellence through her role as Director of Advisory Services