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
Financial Advisor Magazine features Gary Furukawa and Erik Morgan
In Financial Advisor Magazine's September issue, "A Talent For Finding Pearls In Stone," Freestone's Founder and Senior Partner Gary Furukawa details...
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Freestone News
Freestone volunteers with Ronald McDonald House Charities
As part of the "Five Fridays," volunteer program, employees spent an evening at the Ronald McDonald House, an organization dedicated to creating a...
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Common Client Questions
What is a Fiduciary and Why is the Term Important to Me?
In a recent client meeting I referred to the fact that we at Freestone serve them as a fiduciary. The client stopped me and said, "You know, I read...
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Insights
How Current Market Conditions Parallel Recent Financial Meltdowns
There is a historical maxim attributed to Mark Twain which states that history doesn't repeat itself, but it does rhyme.
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Insights
Summer Podcast Recommendations
Instead of our usual summer reading section, this year, we would like to share some of our favorite podcasts.
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Freestone News
Freestone volunteers with Mountains to Sound Greenway
As part of "Five Fridays," Freestone's employee-driven volunteer program, members of our Seattle team spent the morning at Discovery Park with...
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Freestone News
Introducing "Five Fridays", Freestone's Volunteer Program
Freestone is committed to giving back to the communities we live in, and for many of our employees, community involvement and volunteering is an...
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Freestone News
Freestone's Erik Morgan featured in Barron's
For over 26 years, Erik Morgan has used his competitive nature to help his clients achieve their financial goals.
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Freestone News
2017 Big Climb
This year marks the Leukemia and Lymphoma Society's (LLS) 31st annual "Big Climb."
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