Prestigious Industry Award Recognizes Top Firms that Provide Alternative Assets for Clients Freestone Capital Management (“Freestone”), a Seattle-based Registered Investment
Freestone Insights
Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.
Freestone News
Freestone Announces Jim Hughes as New Head of Client Advisory and Business Development
We are so excited to welcome Jim Hughes to Freestone. Jim joins us as our Head of Client Advisory and
Freestone News
Barron’s Recognizes Freestone Advisor as Top Advisor in Washington State
Congratulations to Erik Morgan, Kim Hansen and their team for their recent recognition as the #1 Advisor in Washington state.
Freestone News
Closing the Gap: Women in Wealth Management
In honor of International Women’s Day and Women’s History Month, we are celebrating the women at Freestone! We asked a
Freestone News
Barron’s Recognizes Freestone as a Top Independent Advisor
Erik Morgan, Kim Hansen and their team recently named* a Top Independent Advisor – #8 in the U.S. by Barron’s.
Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Vedanth Iyer
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Chloe Cullen
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Sofia Leotta
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Srilaasya Yenduri
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Brett Kelly
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know
Freestone News
Future Leaders Scholarship’s 2021 Recipients Announced
We are proud to announce the recipients of our 4th annual Freestone Future Leaders scholarship! The scholarship recipients include graduating
Freestone News
Women’s History Month Series: Jenny Doherty
Jenny, a Client Advisor, appreciates every opportunity to get to know her clients. She enjoys learning about their unique situations
Freestone News
Women’s History Month Series: Ann Gookin
Ann is the Managing Director of Investments at Freestone, an uncommon role for women in the industry. In this capacity
Freestone News
Barron’s Recognizes Freestone as Top Financial Advisor in Washington State
We’re honored to announce Erik Morgan, Kim Hansen and their team were recently named the #1 Advisor in Washington State
Freestone News
Women’s History Month Series: Meet Christine Opp
Christine, a Client Advisor, has known she wanted a career in helping clients manage and understand their wealth since high
Download Our Whitepapers
-
When Are Roth Conversions Appropriate?
While there are regulatory requirements that dictate contribution eligibility for both Traditional and Roth IRAs, Roth Conversions are available to anyone who owns assets in a Traditional IRA. -
Distributing Company Stock from a 401(k) & the impact of Net Unrealized Appreciation
In this article, we explore the Net Unrealized Appreciation tax strategy to help mitigate the potential tax impact of employer stock when it is distributed from a retirement plan. -
Protecting Your Business from the Unexpected
Many business owners are so invested in the business that they do not think about a succession plan until they approach retirement. Succession planning is not just for retirement, however. What would happen to your business if you were suddenly to pass away or become disabled? -
The Basics of Social Security
One of the most common questions we hear from clients nearing retirement is, “When should I file for Social Security?” While there is no ‘one size fits all’ answer to this, understanding the basics can help you make an informed decision.
View our Webinars
-
A Guide to Tax and Estate Reform: What to Know and How to Prepare
Recently proposed federal legislation including President Biden’s American Families Plan and Senator Bernie Sanders’ For the 99.5% Act has prompted
Watch now -
Concentrated Stock: Understanding the Associated Risks
Previously recorded on November 2, 2021, our recent webinar, we address the question, “why is selling so difficult?”. In short,
Watch now -
Financial Foundations for Young Adults Session 1: Understanding Your Financial Foundation
High-level money management topics to help young adults learn the skills needed to understand good financial habits and basic investment
Watch now -
Financial Foundations for Young Adults Session 2: Growing Your Financial Future
In this two-part webinar series, we’ll address high-level money management topics to help young adults understand the skills needed to
Watch now -
Introduction to Estate Planning
What to consider now and in the future Build on your fundamental knowledge of Estate Planning and feel better prepared
Watch now