Client-Centric from the Start
Solutions in Your Best Interest (Not Ours)
Founded in 1999, Freestone is an independent, fee-only wealth advisory and asset management firm that has grown from $250 million to $9.4 billion in assets under management. As a fiduciary whose firm is 100% employee-owned, our only commitment is to client success, not those of a corporate parent company. We believe our combination of personalized wealth management and access to a broad range of investment strategies provides the best overall solution to our clients. Freestone serves clients throughout the west coast with offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.