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
Introducing the Freestone Future Leaders Scholarship - Application Open Now
We are excited to announce the launch of the Freestone Future Leaders Scholarship!
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Freestone News
Freestone Event - Bridging the Investment Gap
Financial Planning & Investment Knowledge for Female Executives
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Insights
A Memorable and Forgettable 2017
I think 2017 will go down as one of the most memorable years in recent history. In many respects, I am glad it is over.
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Financial Planning
Tax Reform: Effects on Financial Planning
The recently passed tax reform bill has received a considerable amount of press, and for good reason. As the most comprehensive tax reform in over 30...
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Freestone News
Freestone Advisors recognized as Five Star Wealth Manager award winners
Freestone would like tor congratulate the following Advisors for their recognition as a 2018 Five Star Wealth Manager award winner.
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Financial Planning
Saving for College
Saving for college can seem like a daunting task these days, with significant price differences between public in-state schools and private...
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Freestone News
Freestone Event: Raising a Balanced Child in an Affluent Environment
Freestone will be hosting a complimentary seminar with leading experts Betsy Brown Braun and Rick Singer.
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Freestone News
Freestone volunteers with Treehouse
Treehouse is a Seattle-based organization dedicated to helping children and young adults in foster care. The average foster youth experiences 3...
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Investing
The Hated Bull Market
2017 marks my 36th year in the investment business and I've been through three major bull markets in my career.
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