© 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. Strategic Advisory and Investment Banking services are offered by The Rainier Group, Inc. dba Coldstream Capital Partners. Hersman, Serles, Almond, LLC does business as Coldstream Tax & Consulting. HBCG PLLC doing business as Harrison Berkman Claypool & Guard operates a licensed CPA firm for attest services under a management agreement with Coldstream Holdings, Inc. All Rights Reserved.
