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.

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