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About Freestone Capital Management
Freestone Capital Management is an independent, employee-owned wealth advisory and asset management firm based in Seattle, with additional offices in San Francisco and Santa Barbara. Established in 1999, the firm's commitment to clients' success has propelled it from $250 million to over $8.8 billion in assets under management.
Freestone's client-centric approach revolves around simplifying clients' lives, providing peace of mind, and enabling them to focus on what truly matters. They initiate this journey with a meticulous financial planning process, comprehensively understanding clients' financial situations and aspirations, including retirement, philanthropy, family legacies, and major financial concerns.
In a constantly evolving financial landscape, Freestone Capital Management's unwavering dedication to clients and their adaptable, client-centric approach makes them a trusted partner for wealth management and asset preservation.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance
- Asset Protection
More about Freestone Capital Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 145711 | 34 |
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