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Coldstream Combines with Set of Seattle Firms to Add In-House Services

A pair of affiliated accounting and wealth management firms are merging with Coldstream Wealth Management to ‘pioneer’ expanded approach to client service.

United statesKevin keplerBrittany gabeleinKevin fitzwilsonClifford hersmanMatt sonnenShane payetteSeidman capital groupColdstream wealth managementHersman serles almondHersman managing partner victoriaSenior associate kevin keplerPacific northwestWest coastColdstream managing shareholder kevin fitzwilsonBoston private

Coldstream Wealth Brings Adds Chief Revenue Officer from Schwab

Natalie Straub is now dedicating herself to Coldstream’s “ambitious” growth initiatives and scaling its business.

United statesNatalie straubKevin fitzwilsonCharles schwabColdstream wealth managementChief revenuePacific northwestColdstream managing shareholder kevin fitzwilsonNorthern californiaMarin countySan francisco bayParacle advisorsRosenbaum financial

Paracle Advisors merging into Coldstream Wealth Management

Paracle Advisors merging into Coldstream Wealth Management
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United kingdomScottish bordersKevin fitzwilsonAnne marie stonichDuane duimJosh harrisCambridge investment researchCommonwealth financial networkUnited planners financial servicesColdstream wealth managementWashington based paracleElliott brinkWealth managementParacle advisorsSeattle based coldstream wealth managementColdstream managing shareholder kevin fitzwilson