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Coldstream Wealth Management

Displaying 2 results

Topic
  • News
  • October 2, 2023

Coldstream adds wealth firm and accounting firm

The two Kirkland, Washington-based firms will expand Coldstream’s business in the Pacific Northwest.

Topic

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.