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.
-
Financial Planning
To Hold or Be Sold: How to Handle Your Vested Shares
The tech industry is commonly known for their generous compensation plans, primarily in the form of company equity.
-
Financial Planning
Sizing Up Your Concentrated Position with a Financial Plan
If you work or have worked at a tech company, you've likely accrued equity as part of your compensation.
-
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. This generally occurs...
-
Freestone News
Barron's Recognizes Freestone as a Top Independent Advisor
We're honored to announce Erik Morgan, Kim Hansen and their team were recently named* a Top Independent Advisor - #8 in the U.S. by Barron's.
-
Insights
2021-Q3: Economic Outlook
Welcome to Freestone Capital Management's seventh quarterly Economic Outlook.
-
Financial Planning
Washington Capital Gains Tax Summary
Washington will be implementing a 7% tax on the sale or exchange of long-term capital assets beginning January 1, 2022.
-
Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Vedanth Iyer
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know these passionate young adults.
-
Insights
RIA M&A Misconceptions Part 2
Selling your business is a big decision and you should feel confident that you understand the process before entering it.
-
Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Chloe Cullen
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know these passionate young adults.
Ready to get started? Contact a Client Advisor
Subscribe to our blog.
Sign up to receive our latest news sent to your inbox.