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Our Background | |
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Our Process | |
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Our Services |
Our Background
We bring a team of specialists together to focus on your financial situation. With extensive backgrounds as CPA's, Financial Planners, Estate Planners and Investment Advisors, we can approach your situation from different viewpoints to create a single, integrated solution to your financial and personal needs.
Our Process
As complicated as it gets, you are in an enviable position. The tough part is learning to enjoy yourself.
Enter the Freestone approach. In managing your wealth, we employ a holistic blend of your financial and life elements. In doing so, we work with you to create a balance of your financial elements: investments, real assets, taxes, debts, philanthropic and estate plans. Key to your Wealth Management Plan are your own life elements: your attitude, opinions, lifestyle, values, and self-fulfillment.
A large part of the value in what we do, is to help you determine what you can achieve: Today. Tomorrow. At retirement. And for posterity. These important answers are weighed heavily into your personal Balance Sheet.
Our Services
With combined financial services experience of over 100 years, we have a clear understanding of what you as a High Net Worth client desires. High quality investments free of conflicts of interest, comprehensive yet easy to understand performance reporting, dedicated advisors who know your needs and circumstances intimately, and can guide you to making the optimum decisions for you.
Coming from an independent Wealth Management firm, your advisor is accountable only to you. We work on a fee-only basis. That means there are no conflicts of interest. Our only business is to preserve and grow your wealth. From day one, you work with an advisor who considers it his or her job to see that you do well and are utterly satisfied.