Freestone Capital Management

Our Approach to Wealth Management

At Freestone, we take a comprehensive and personalized approach to wealth management. We believe that our clients' unique financial situations and goals require a tailored approach to achieve their financial objectives. Our client-centric approach is built on four pillars: understanding, planning, implementation, and continuous improvement.

Understanding Your Needs

We begin by taking the time to understand our clients' complete financial situation, including their financial goals, risk tolerance, and values. This information is used to develop a customized financial plan that addresses their unique financial concerns and goals.

Planning for the Future

Our financial planning process is designed to help our clients achieve their long-term financial goals. We use a team of experienced financial planners and investment professionals to develop a comprehensive plan that integrates multiple aspects of our clients' financial lives, including investments, estate planning, tax planning, and insurance.

Implementation and Technology

We use state-of-the-art technology to streamline our financial planning and investment management processes. Our technology platform provides real-time access to account information, portfolio performance, and market data, allowing our clients to make informed financial decisions and stay on top of their financial situation.

Continuous Improvement

At Freestone, we are committed to continuous improvement and staying at the forefront of the financial services industry. We continually update our knowledge and skills to ensure that our clients receive the best possible advice and investment management. Our team of experienced professionals is dedicated to providing exceptional service and achieving our clients' financial goals.

Our Commitment to Our Clients

At Freestone, we are committed to putting our clients' interests first. We believe that our success is directly tied to the success of our clients, and we strive to provide exceptional service and customized financial solutions to help them achieve their financial goals.

Meet Our Team

Our team of experienced professionals is comprised of highly skilled and dedicated professionals who are committed to providing exceptional service and personalized financial solutions to our clients. Our team members are experienced financial advisors, investment professionals, and other experts who are dedicated to helping our clients achieve their financial goals.

Community Involvement

At Freestone, we are committed to giving back to our communities through various philanthropic efforts. Our foundation supports a variety of charitable organizations and initiatives that align with our values and mission. We also encourage our employees to volunteer their time and expertise to support meaningful causes.