Focus on
Family Community Education Career Legacy Life what truly matters

Solving financial problems for successful individuals and families.

Our client-centric approach is built around meaningful advisor relationships, earned through transparent communication and streamlined technology, to provide our clients the freedom to focus on what truly matters.

As an integrated wealth services firm, we recognize that life extends well beyond investments. We address all aspects of our clients’ lives for seamless, smarter advice.

Relationships

We work closely with our clients and focus on what matters most to them, then plan to help them achieve that through financial goals.

Integration

With over 25 years of experience, we’ve tailored our financial services to meet the evolving needs of our clients. Through a unified approach, we aim to provide our clients the ultimate benefit, peace of mind.

Technology

Forward-thinking technological solutions from beginning to end to simplify life for our clients. Innovation underscores how Freestone is always evolving.

Services
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Integrated wealth management and investment strategies that work for you.
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Approach
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We are driven by the desire to help clients address what truly matters to them.
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About
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A 100% employee owned firm with more than 25 years of client satisfaction.
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All awards and rankings were issued by independent providers unaffiliated with Freestone. Awards issued in 2025 were evaluated based on data obtained for the following periods of time: 3/31/2025 (Forbes Top RIA, Five Star Professional’s Wealth Manager Award San Francisco); 6/30/2025 (Barron’s Top 100 Independent Advisors); 6/30/2024 (Five Star Professional’s Wealth Manager Award Seattle); 1/1/2024 – 12/31/2024 (Puget Sound Business Journal’s Corporate Philanthropist). Awards issued in 2024 were evaluated based on data obtained during the following period of time: 3/31/2023 (Wealth Solutions Report);12/31/2023 (ThinkAdvisor Luminary Awards). Awards and rankings are provided for information purposes only and are not indicative of future performance of Freestone or any of our employees and are not representative of any one client’s experience. For the complete list of awards, please refer to our awards disclosure page: https://www.freestonecapital.com/disclosures/.

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