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About: jillian

Posts by jillian:

  • The COO Roundtable: Episode 68 Posted on September 4, 2024 (September 3, 2024) by jillian in Podcast: The COO Roundtable
  • Cybersecurity and You: Protecting Your Assets Posted on August 29, 2024 (September 16, 2024) by jillian in Cybersecurity
  • Year-End Tax Planning Tips Posted on August 28, 2024 by jillian in Financial Planning&Tax Planning&Wealth Strategy
  • 10 Essential Skills for Trustees Posted on August 13, 2024 by jillian in Estate Planning&Wealth Strategy
  • Q3 2024 ISG Webinar Posted on August 6, 2024 (August 6, 2024) by jillian in Market Commentary
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Recent Posts

  • Coldstream Ranks in USA Today’s Best Financial Advisory Firms
  • Finding Tax Efficiency in an Era of Increasing Tax Obligations
  • Watch Coldstream’s MarketCast for Second Quarter 2026
  • Celebrating Coldstream’s 30th Anniversary!
  • Turbulence: Navigating a Complex First Quarter

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© 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. 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. Hersman, Serles, Almond, LLC and Harrison Berkman Claypool & Guard, PLLC both do business as Coldstream Tax & Consulting. All Rights Reserved.