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Coldstream broadens its capabilities with new risk planning division
The new unit’s risk and insurance capabilities will be integrated with the Seattle-based independents tax and wealth management services.
Coldstream adds wealth firm and accounting firm
The two Kirkland, Washington-based firms will expand Coldstream’s business in the Pacific Northwest.
Matt Sonnen joins Coldstream Wealth Management as chief operating officer
Sonnen, founder of consulting firm PFI Advisors, will work on improving Coldstream's back-office operations.
