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.
-
Freestone News
Freestone Advisors recognized as Five Star Wealth Manager award winners
Freestone would like to congratulate the following Advisors for their recognition as a 2019 Five Star Wealth Manager Award Winners!
-
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!
-
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.
-
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.
-
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
-
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,...
-
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...
-
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.
-
Insights
Dream big, but first get a job: Four Lessons for Recent Grads
Tips for graduates from one of Amazon's earliest investors
Ready to get started? Contact a Client Advisor
Subscribe to our newsletter.
Sign up to receive our latest news sent to your inbox.