We are now Coldstream!

We are excited to announce that Harrison Berkman Claypool & Guard and HBC Financial Services join Coldstream. Founded in Seattle and 100% employee-owned, Coldstream has been going above and beyond for clients since 1996. By combining our teams, we will achieve greater scale, enabling us to improve our access to investment and tax planning opportunities with a view toward enhancing our clients' experience. Read the full press release here.  Visit us at www.coldstream.com

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Welcome and thank you for visiting our website.  We are a group of dedicated financial professionals with the common goal of providing our clients with the best service in all areas of our practice. Together, our two firms provide you with the one stop shop to support all of your financial endeavors. In addition to providing you with a profile of our firms and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors.  

As you browse through our website, you will see that not only have we highlighted background information on our firms and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

While browsing through our website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Harrison Berkman Claypool & Guard, PLLC and HBC Financial Services, PLLC are licensed in Washington State.