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Advisors, don t overlook these items during tax season

Advisors, don t overlook these items during tax season
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Coldstream Wealth Management Enhances Pacific Northwest Team with Addition of Experienced Wealth Manager Kevin Peterson

/PRNewswire/ Coldstream Wealth Management ("Coldstream" or "the firm") – an employee-owned, independently operated wealth management firm – today announced.

United statesNew yorkState of washingtonMercer islandKevin fitzwilsonKevin petersonJoseph kuoTeam lead for the kirklandHaven tower groupHersman serles almondColdstream holdings incSeidman capital groupWealth managementVictoria serlesTeam leadPacific northwest

RIA Week-End Roundup: Snowden Lane Adds $200M in Assets with UBS Team

Snowden Lane adds UBS duo with $200M in assets, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.

New yorkUnited statesCovington burlesRobertson stephensLatham watkinsClaudia carmonaShawn whiteCraig bartlettDebra achkireKaren leeBurt whiteSmith buchananFrank fantozziRon carsonMarissa fox foleyBenny torres sanchez

Coldstream Wealth Management Merges with Seidman Capital Group and Hersman Serles Almond

/PRNewswire/ Coldstream Wealth Management ("Coldstream") today announced mergers with Seidman Capital Group ("SCG"), a wealth management firm, and Hersman.

United statesShane payetteKevin fitzwilsonBrittany gabeleinClifford hersmanDonald cutler michael duganClient wealth management divisionHersman serles almondColdstream holdings incSeidman capital groupHaven tower groupVictoria serles ledWealth managementVictoria serlesPrivate client wealth management divisionRosenbaum financial

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