Approach

With the complexities that substantial wealth creates, managing it effectively warrants a multi-faceted approach. At Freestone we employ a collaborative team approach to provide disciplined wealth planning and asset management solutions. Through a team made up of professionals with a wide range of expertise, we help identify, analyze, and implement strategies based on individual client circumstances. However, unlike many organizations, Freestone approaches this in a unique way:

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We seek independent expertise for clients in areas of tax, law, insurance, and many other services, or partner with the client’s current professional advisors in these areas.
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We conduct analysis and offer advice on financial matters that may not fall directly under our investment management service, such as company 401(k) plans, stock option plans, or even private investments.