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Coldstream Wealth Management is a leading independent wealth management firm that provides personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. With a focus on building long-term relationships and understanding each client's unique financial goals, Coldstream offers a comprehensive range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their team of experienced professionals works closely with clients to develop customized strategies that align with their financial objectives and values. By leveraging a disciplined and research-driven approach, Coldstream aims to help clients grow and preserve their wealth while navigating the complexities of the financial landscape.