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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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.
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Financial Planning / Technology Professionals
What Is a Private Company Tender Offer? A Guide for Employees
If you work at a private company, equity compensation may represent a meaningful portion of your total wealth. However, unlike public company stock, p
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Investments
Navigating Uncertainty: Oil Shocks, Volatility, and the Case for Staying Invested
The first quarter of 2026 was defined by a single, jarring event: the outbreak of conflict between the United States and Iran. Oil prices surged. Inf
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Financial Planning
Washington State Estate Tax Rollback: What High-Net-Worth Families Need to Know
Washington State is officially rolling back the estate tax rate increases passed in 2025. Legislation signed by Governor Ferguson restores the prior e
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Freestone News
Erik Morgan Named to Barron’s 2026 Top Financial Advisors List, Ranked #3 in Washington
Freestone congratulates Managing Partner and Client Advisor Erik Morgan and his team for being named to Barron’s 2026 Top 1,500 Financial Advisors lis
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Financial Planning
Washington State Millionaires Tax: What High-Income Families Should Know
All information below reflects legislative developments as of March 13, 2026. Because this is a rapidly evolving landscape, changes occurring after th
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Financial Planning / Technology Professionals
Six Smart Financial Moves to Make Before Your Company’s IPO
For many employees, an IPO creates an opportunity – but also comes with complexity. Decisions made in a short window can have long-term financial cons
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Investments
Markets in 2025: Resilience, Fundamentals, and the Power of Diversification
Markets entered 2025 amid no shortage of uncertainty. Trade disruptions tied to “Liberation Day,” geopolitical shocks, and persistent inflation concer
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Technology Professionals
From Concentration to Confidence: Planning Around a Single Stock Position
For many tech professionals, company stock has become one of the most meaningful ways to build wealth. What begins as a few RSUs or option grants can
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/.