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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Insights
Summer Podcast Recommendations
Instead of our usual summer reading section, this year, we would like to share some of our favorite podcasts.
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Freestone News
Freestone volunteers with Mountains to Sound Greenway
As part of "Five Fridays," Freestone's employee-driven volunteer program, members of our Seattle team spent the morning at Discovery Park with...
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Freestone News
Introducing "Five Fridays", Freestone's Volunteer Program
Freestone is committed to giving back to the communities we live in, and for many of our employees, community involvement and volunteering is an...
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Freestone News
Freestone's Erik Morgan featured in Barron's
For over 26 years, Erik Morgan has used his competitive nature to help his clients achieve their financial goals.
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Freestone News
2017 Big Climb
This year marks the Leukemia and Lymphoma Society's (LLS) 31st annual "Big Climb."
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Financial Planning
Steps To Take When Your Child is Heading Off To College
College is more than a formal education. It is also a time for "young adults" to become financially literate and take responsibility for their...
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Financial Planning
Election Results Bring Tax Reform
The November election results came as a surprise to many, so much so that "surreal" is Merriam-Webster's Word of the Year for 2016.
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Common Client Questions
Peace of Mind through Advance Directives
Fearing the future is common. Planning ahead through directives is one financial planning tool that can help alleviate fears and bring about the...
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Planning for Retirement
Planning for Senior Care
Planning for senior care can be complicated and intimidating. Here are a few tips to help make the process clear and straightforward.
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