Coldstream Wealth Management Merges with Seidman Capital and Hersman Serles Almond to Expand in Pacific Northwest.
MANews-(C)2009-2023
US-based wealth management firm Coldstream Wealth Management has merged with two Washington-based Seidman Capital Group, a wealth management firm and Hersman Serles Almond, LLC (HSA), an accounting and consulting services firm, to expand in the Pacific Northwest, the company said.
Terms of the transactions were not disclosed.
The addition of Victoria Serles-led firms enhances Coldstream's ability to offer clients sophisticated accounting, trust, estate and ERISA retirement plan capabilities.
SCG's five advisors and three support staffers oversee more than USD250 m in assets under management.
The firm provides comprehensive financial, investment and insurance planning services. It also offers fiduciary oversight for employer-sponsored retirement plans and asset protection strategies.
HAS consists of 17 financial professionals...
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