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
What I learned about Wealth Management from the NICU Part 2
A great Advisor will lead with purpose and focus on the client's "why". In doing so, they can deliver what truly matters most to their clients.
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Financial Planning
Buy/Sell Agreements
One of the most common business succession planning strategies for businesses with multiple owners is a buy/sell agreement.
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Insights
What I learned about Wealth Management from the NICU Part 1
What truly matters more than personal connection?
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Financial Planning
Family Limited Liability Companies: What They Are and How to Use Them
A Family Limited Liability Company (Family LLC) can be a valuable tool for transferring wealth to the next generation. It can also be useful for both...
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Insights
Women's History Month series: Kim Hansen
Despite being one of the founding members of Freestone, Kim didn't expect to find herself in the finance industry nearly 30 years ago.
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Insights
Women's History Month series: Maria Siwek-Fernald
Unlike many of her colleagues, Maria discovered her interest in the financial industry as a child. Her older brother had a passion for investing and...
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Insights
Women's History Month series: Jenny Doherty
Jenny, a Client Advisor, appreciates every opportunity to get to know her clients.
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Insights
Women's History Month series: Jennifer Moreland
Jennifer is the Chief Financial Officer at Freestone but a career in financial services was never something she envisioned for herself.
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Insights
Women's History Month Series: Ann Gookin
Ann is the Managing Director of Investments at Freestone, an uncommon role for women in the industry.
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