Coldstream Wealth Management Expands with New Partnerships

Coldstream Wealth Management Expands Its Horizons

Coldstream Wealth Management is taking significant strides in its growth strategy by announcing a strategic partnership with Harrison Berkman Claypool & Guard (HBCG) and HBC Financial Services. This merger is a significant move to bolster Coldstream’s capacity to support its clients effectively.

Growth of Assets Under Advisement

With this new partnership, Coldstream's assets under advisement will grow impressively to approximately $11.1 billion, integrating around $500 million from HBCG and HBC. This partnering aligns with Coldstream’s vision of enhancing financial services by offering a more extensive range of financial solutions to its clients.

Commitment to Client Success

Kevin Fitzwilson, Coldstream's Managing Shareholder, expressed enthusiasm about the partnership, indicating that both firms share core values centered around client service. With enhanced resources, clients will benefit from an expanded selection of investment and tax planning solutions. This collaborative approach is designed to create a comprehensive suite of services that align with diverse financial needs.

Expertise of Harrison Berkman Claypool & Guard

HBCG was established in 1977 and focuses on providing full-service accounting and tax-related services, while HBC specializes in registered investment advisory services. The firms have built a strong reputation under the leadership of James B. Claypool, CPA, MBA, PFS, known for their commitment to client satisfaction and professional integrity.

Innovative Technology and Enhanced Support

As part of the merger, HBCG will utilize Coldstream’s state-of-the-art technology, which allows financial professionals to focus more on clients and deliver timely financial insights. This innovative edge is expected to enhance service delivery and improve client experiences substantially.

Successful Past Mergers Strengthening Growth

This merger follows Coldstream's previous partnerships, including its merger with Arnerich Massena, Inc., which further expanded its advisory offerings. The recent consolidation reflecting Coldstream's ongoing commitment to enhancing its services illustrates its aggressive growth strategy driven by quality and client-centered approach.

Future Vision for Client Services

The leadership at Coldstream views this strategic alliance as a pivotal moment for elevating service standards. This enhanced resource pool aims to empower financial professionals and clients alike, fortifying the overall client experience and improving career development opportunities within the merged organization.

About Coldstream

Coldstream is an employee-owned financial services firm founded to help clients achieve financial peace of mind. With its commitment to enhancing clients' lives, Coldstream has cultivated a trusted network of advisors dedicated to delivering exceptional service. Over the years, Coldstream has expanded its footprint with several offices across multiple states, providing a diverse range of financial solutions and practicing an employee-centric approach.

Frequently Asked Questions

What is the purpose of the merger between Coldstream and HBC?

The merger aims to enhance the range of financial services and solutions available to clients, bringing together over $11.1 billion in assets under advisement.

Who leads Harrison Berkman Claypool & Guard?

HBCG is led by James B. Claypool, a CPA, MBA, and PFS, known for his commitment to service excellence.

What services does HBCG provide?

HBCG specializes in accounting and tax services, including traditional tax preparation, estate planning, and retirement planning.

How does the merger benefit Coldstream clients?

Clients will benefit from a broader range of financial and tax planning solutions, alongside enhanced technology for better service delivery.

What is Coldstream’s approach to financial services?

Coldstream emphasizes a client-centered approach, focusing on delivering comprehensive financial planning and advisory services tailored to individual needs.

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