We Provide Each Client with a Dedicated Team

Our clients include entrepreneurs, business owners, and senior corporate executives, who come to Freestone to simplify the complexity that comes with managing their wealth. We help people identify what is most important and guide them through the process of optimizing their personal financial situation.

Experienced Advisor

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Your Client Advisor is responsible for planning, portfolio allocation, and strategic advice. Based on your financial goals, your Advisor will implement an agreed upon solution customized to your situation.

Service Team

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Each Client Advisor is assisted by one or more Client Service Associates responsible for the day-to-day administrative and operational functions.

Firm Support

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Our clients are supported by the entire firm. We work together to provide the most desirable experience for you. When needed, we work with our clients' other professional advisors to unify their management strategy.

Ready to get started? Contact a Client Advisor