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.
-
Common Client Questions
Planning for the Sale of Your Business
As a business owner, retiring is not as simple as notifying your employer and clearing out your desk. In addition to preparing yourself, you also...
-
Financial Planning
When Are Roth Conversions Appropriate?
With 2019 coming to a close, now is a great time to consider year-end planning. One of the primary planning items to consider is converting some or...
-
Financial Planning
Solo 401(k) vs. SEP IRA: Which One Should I Choose?
As a self-employed individual or business owner you have a few different ways to save for your retirement. The primary retirement savings plan option...
-
Freestone News
Get to Know our 2019 Freestone Future Leaders Scholarship Winners
As the next generation of civic leaders, problem solvers and go-getters, these students demonstrate immense passion and commitment to improving their...
-
Financial Planning
Protecting Your Business from the Unexpected
Building a successful business requires a significant amount of time and energy. Many business owners are so invested in the business that they do...
-
Financial Planning
Concentrated Stock Positions
When you hold one stock that represents a large percentage of your net worth, it is known as a concentrated stock position. If you hold your entire...
-
Freestone News
Future Leaders Scholarship's 2019 Recipients Announced
We are proud to announce the recipients of our 2nd annual Freestone Future Leaders scholarship!
-
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.
-
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!
Ready to get started? Contact a Client Advisor
Subscribe to our newsletter.
Sign up to receive our latest news sent to your inbox.