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Home | Coldstream Coldstream is excited to share its MarketCast for the third quarter of 2025, where we discuss the events of the second 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
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
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
The “One Big Beautiful Bill”: Key Tax Provisions | Coldstream Sifting through the bill to identify all the relevant details will be a daunting task and will take some time—our objective in this article is to highlight some of the key provisions most likely to create tax planning opportunities for our Coldstream clients
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
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
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
Watch Coldstream’s MarketCast for Third Quarter 2025 Coldstream is excited to share its MarketCast for the third quarter of 2025, where we discuss the events of the second 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
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