Things to consider
Clients come first is the core value that drives everything we do. We believe providing a combination of wealth management services and a broad range of investment strategies through one integrated firm provides the best overall solution for our clients. This is the Freestone approach.
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Freestone News
Freestone Advisors recognized by Barron's as Top 1200 Financial Advisors
Congratulations to Erik Morgan and Bob Mellon for their recognition as top advisors in Washington State by Barron's.
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Freestone News
Freestone Advisors recognized as Five Star Wealth Manager award winners
Freestone would like to congratulate the following Advisors for their recognition as 2019 Five Star Wealth Manager award winners!
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Freestone News
Now Accepting Applications for the 2019-20 Freestone Future Leaders Scholarship
We are excited to announce that the entry period for the second-annual Freestone Future Leaders Scholarship has officially begun!
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Financial Planning
Protecting Your Assets with Property and Casualty Insurance
Once you have accumulated a large overall net worth, the primary goal becomes to protect the wealth you have already attained.
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Freestone News
Freestone Event: How to Restore Privacy to Your Digital World
As cybercrime becomes more advanced, many individuals and families are doing very little to protect their information.
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Freestone News
Erik Morgan recognized by Barron's as a Top Independent Financial Advisor
Freestone would like to congratulate Erik Morgan for his recognition as a Top 100 Independent Financial Advisor
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Investing
The Sleeping Giant of Inflation May Be Awakening. What Does This Mean?
When something hasn't occurred for a very long time, it is human nature to forget about it. In today's internet driven, hyper short-term news cycle,...
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Financial Planning
Understanding Long-Term Care Insurance
While many individuals have heard of Long-Term Care insurance, few understand how these policies function, what they cover, and how much coverage is...
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Freestone News
Freestone Increases Presence in Portland
Freestone announces Mitch Katzer as a new addition to the Portland office in the role of Director - Client Advisor.
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