Insights

June 11, 2024

Coldstream Expands Services with the Launch of Coldstream Risk Management

In 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 address individual clients’ unique challenges and needs, Coldstream Risk Management will deliver dynamic, private client risk advice and insurance solutions. The team provides agnostic, independent analysis, resulting in personalized risk models that meet clients’ immediate needs and allow for scalability of coverage over time. Peter Beeson, who has more than three decades of experience in risk management and private client insurance, will serve as Team Lead. Read the complete press release here.

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Contributions from: Kim Rosenberg, CFP®, Katie Quick, CFP®, Katelyn Spangler, CFP®