San Francisco Wealth Management
San Francisco Wealth Management for High Net Worth Individuals
San Francisco presents unique financial opportunities and challenges. From equity compensation and IPO events to California’s complex tax environment, high earners in the Bay Area require more than generic financial advice. We work with individuals and families across San Francisco to help them preserve, grow, and strategically deploy wealth with a long-term perspective.
Why San Francisco Clients Choose Us
San Francisco clients often come to us with complex, tech-driven financial situations, including significant wealth in stock options, RSUs, and concentrated equity positions. We help navigate diversification, tax implications, and major financial decisions with a long-term focus. Liquidity events such as IPOs, acquisitions, or large vesting schedules, require careful planning.
Speak with a San Francisco Wealth Advisor
Who We Serve in San Francisco
At Freestone, we work with San Francisco professionals—including tech executives, startup founders, venture capital professionals, and high-income households—providing coordinated strategies for complex compensation, tax planning, and long-term wealth.
Start a Conversation About Your Financial Plan
San Francisco
560 Mission Street, Suite 2800
San Francisco, CA 94105
Are you ready to work with a San Francisco wealth advisor who understands the complexities of high-net-worth planning in the Bay Area?
Wealth Management Insights
Wealth management news and insights from our San Francisco office, and around the US.
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Business Owners / Financial Planning
How Much Should a Business Owner Pay Themselves? A Guide to Cash Flow and Owner Compensation
How Much Should a Business Owner Pay Themselves? (Quick Answer)
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Investments
Q2 2026 Market Recap: Inflation Returns, Rates Reverse, and Markets Stay Resilient
In the second quarter of 2026, the conflict in Iran reignited inflation, pushing the Federal Reserve (“the Fed”) from expected rate cuts toward a poss
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Financial Planning
What to Do Before Retirement: A 5-Year Planning Guide for Ages 55, 60, and 65
The final five years before retirement are often the most impactful planning window. For high-net-worth individuals, decisions made during this period
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Business Owners / Financial Planning
Why Qualified Small Business Stock (QSBS) Just Became More Important for Founders
Qualified Small Business Stock (QSBS) allows eligible founders and investors to exclude up to 100% of capital gains from federal taxes when selling qu
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Freestone News
Freestone and Fred Hutch: Why We Obliteride
Click Here to Donate to Team Freestone
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Financial Planning / Technology Professionals
What Is a Lock-Up Period? What Pre-IPO Employees Should Know Before Selling Shares
A lock-up period is a restriction that prevents company insiders—such as employees, founders, and early investors—from selling shares for a set period
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Business Owners / Financial Planning
Mid-Year Financial Planning Considerations for Business Owners
By this point in the year, many owners have greater clarity around revenue trends, hiring plans, and cash flow. With several months of operating resul
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Financial Planning / Technology Professionals
How Your Vesting Schedule Impacts You During an IPO (RSUs, ISOs and Options Explained)
If your company is preparing for an initial public offering (IPO), your equity compensation may suddenly become one of the most important pieces of yo
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Financial Planning
What to Do After Filing Taxes: Using Tax Season as a Planning Reset
Once your tax return is filed, the administrative work is done — but the strategic work is just beginning.
Awards and Recognition
All awards and rankings were issued in 2024 by independent providers unaffiliated with Freestone and were evaluated based on each provider’s proprietary methodology and data obtained for the following periods of time: 12/31/2023 (Barrons, FA Magazine, Puget Sound Business Journal, Worth and ThinkAdvisor), 3/31/2024 (Forbes), and 2/13/2024-8/30/2024 (Five Star Professional). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials. For additional information, please refer to https://www.freestonecapital.com/disclosures/.