September 16, 2022

COVID-19 Office Policy

In Coldstream Happenings

Coldstream wishes to ensure peace of mind for our clients, visitors, and team members while on-site at any of our offices.

  • Please be aware that Coldstream does not require vaccinations for team members.
  • We do not require mask-wearing in our offices, but you are welcome to wear a mask if you would like.
  • If you are feeling sick (e.g. fever, cough, nasal congestion, sore throat, muscle aches, shortness of breath) we request that you not come to our offices; please reach out to reschedule, or we can arrange a remote appointment.
  • If you have any questions or concerns, please connect with your relationship team before your arrival date.

Policy revised and effective September 26, 2022

Related Articles

November 9, 2023

Coldstream Welcomes Wealth Manager Kevin Peterson

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, [...]

October 2, 2023

Coldstream Merges with Seidman Capital Group and Hersman Serles Almond

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 [...]

May 1, 2023

Coldstream’s New Chief Operating Officer

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 [...]