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About Coldstream
Coldstream is an employee-owned wealth management firm founded in 1996 in Bellevue, Washington. They offer services including wealth management, endowments and foundations, risk management, and tax consulting. Their target audience is high net-worth individuals and organizations. Coldstream's unique selling proposition is its employee-owned structure, which fosters a culture of long-term commitment and personalized service, providing peace of mind to clients through tailored financial solutions and a client-centric approach[1][4][5]. Their mission is to enhance clients' lives while maintaining integrity and transparency[4].
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