Seattle-based Coldstream Wealth Management has added Seidman Capital Group, a wealth management firm overseeing $250 million in client assets, and Hersman Serles Almond, an accounting and consulting firm, it announced Monday.
Both firms are based in Kirkland, Washington, and will expand Coldstream’s footprint in the Pacific Northwest. And both were co-founded by Victoria Serles, a CPA with more than 40 years of financial services experience.
Seidman Capital Group, founded in 2004, has five advisors and three staffers. Hersman Serles Almond, which was founded in 1980, has 17 financial professionals and provides services such as trust and estate planning for households and succession planning and valuations for business, in addition to tax preparation.
“Merging with Coldstream comes at the ideal phase of our respective businesses,” Serles said in a statement. “The firm understands how we operate, the value-add that sophisticated tax services can bring to wealth management clients and how a truly comprehensive financial services company can stand out as a destination of choice for top talent who continually seek new challenges in order to grow throughout their careers.”
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