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 over $8 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. Based out of Seattle, we serve clients throughout the west coast with additional offices in San Francisco and Santa Barbara.