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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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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Insights
Dream big, but first get a job: Four Lessons for Recent Grads
Tips for graduates from one of Amazon's earliest investors
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Freestone News
Freestone Welcomes David O'Neal to Lead Business Development Strategy
We are proud to announce the appointment of David O'Neal as a Managing Director to lead the wealth management firm's strategic growth initiatives.
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Freestone News
Announcing the Five Freestone Future Leaders Scholarship Recipients
We are excited to award our first scholarships to students from Washington, Oregon and California!
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Investing
Investing in a Bear Market
Stock markets around the world started off 2018 with a bang as investor euphoria mixed in with a dose of TINA (There Is No Alternative) sent stock...
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Financial Planning
Considerations for Purchasing Life & Disability Insurance
Life and disability insurance are two of the most important types of policies that high income and high net worth individuals can purchase, but many...
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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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