Disclosures - Coldstream Wealth Management
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Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor, and are part of a process in which not all advisors elect to participate. No fee was paid for participation in or distribution of the 425 Magazine ranking survey.

The survey was created by 425 Magazine and opened up to the public through 425 magazine’s web platform. Categories are chosen by the 425 Magazine editorial team, their readers nominate and cast one vote per email per category. All votes cast are proofed and tabulated by Moss Adams, a third party accounting firm, to protect the integrity of the experience.