Insights
October 2, 2023
Coldstream Merges with Seidman Capital Group and Hersman Serles Almond
In Coldstream Happenings
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 years of financial services experience. Read the complete press release here.
Related Articles
September 16, 2024
Coldstream Women & Wealth: Be Bold Webinar Recording
Coldstream’s Women & Wealth Group’s Invest in Women Series brings you the newest event in the series: Be Bold: Reimagining the Impossible. Hosted as a live webinar, Coldstream moderators Larissa Vidal, CFP® and Katie Quick, CFP® were joined by special guest Beth Whitman, Founder of WanderTours. From tech sales to adventure guiding, Beth has built [...]
Contributions from: Larissa Vidal, CFP®, Katie Quick, CFP®
July 9, 2024
Arnerich Massena joins Coldstream
SEATTLE – JULY. 9, 2024 – We are excited to announce our merger with Arnerich Massena, Inc. (“Arnerich Massena”), a Portland, Oregon-based investment advisory firm managing approximately $2 billion in client assets. Founded over 30 years ago, Arnerich Massena is led by co-CEOs Reegan Rae, CPWA®, and Bryan Shipley, CFA®, CAIA®. Like Coldstream, the firm [...]
June 11, 2024
Coldstream Expands Services with the Launch of Coldstream Risk Management
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 [...]