Category: Coldstream Happenings

SEATTLE – JUN. 11, 2024 – We are excited to announce the continued expansion of our strategic client services offerings with the launch of Coldstream Risk Management. Formerly known as FIT Insurance, a subsidiary of Coldstream, this comprehensive risk management platform will now be completely integrated into the service offering for Coldstream clients. Built to [...]

SEATTLE – Nov. 9, 2023 – We are excited to announce the addition of experienced Wealth Manager Kevin Peterson to our newly formed Kirkland, Washington, team. Peterson brings $45 million in assets under management and 25 years of experience to our new team through the recent merger with Kirkland-based businesses Seidman Capital Group (“SCG”), a wealth management firm, [...]

SEATTLE – Oct. 2, 2023 – We are excited to announce our mergers with Seidman Capital Group (“SCG”), a wealth management firm, and Hersman Serles Almond, LLC (“HSA”), an accounting and consulting services firm. Based in Kirkland, Washington, the two affiliated businesses were co-founded by industry pioneer Victoria Serles, a CPA who has more than 40 [...]

SEATTLE – May 1, 2023 — We are excited to announce the appointment of Matt Sonnen as Chief Operating Officer. In this role, Sonnen will continue to build out Coldstream’s operational platform and identify opportunities to scale and systematize its business. He will report to Kevin Fitzwilson, Managing Shareholder. In this role, Sonnen, with over [...]

When you go through a year like 2022, sometimes it’s a good idea to take a deep breath and digest everything that happened before looking back. Now that we’re into February, I’m ready to do that. For Coldstream, it was a year of contradictions. On the one hand, markets experienced extended bouts of volatility, with [...]

We believe broad employee ownership is one of the best ways to align our interests with our clients – leading to better service and long-lasting relationships. Even so, it seems like this ownership model, more and more, is becoming the exception, not the rule, especially for wealth management firms like ours. The reason is directly [...]

SEATTLE – June 15, 2022 — We are excited to announce the appointment of Natalie Straub as Chief Revenue Officer. She will report to Kevin Fitzwilson, Managing Shareholder. In this newly created role, Natalie will dedicate her efforts to developing and implementing our ambitious strategic growth plans, as well as sharing the positive impact the [...]

SEATTLE – June 7, 2022 — We are thrilled to announce today the merger with Legacy Wealth Management, located in Kenai, Alaska. The addition of Mark Griffin, CFP and Michelle McGlasson reinforces our leadership in the Pacific Northwest and we are excited to offer a new office location for our clients in Alaska. Coldstream would [...]

BELLEVUE – February 8, 2022 – Coldstream Wealth Management (“Coldstream”) today announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously worked out of Coldstream’s office in Mercer Island, Wash, will lead it, leaning on his more than 10 years of financial services experience. Coldstream is one of the leading wealth [...]