San Francisco Wealth Management
Serving San Francisco & The Bay Area
Freestone Capital serves clients across San Francisco and the greater Bay Area with personalized wealth management and long-term financial planning. Our local team works closely with individuals and families to build thoughtful, tax-aware strategies aligned with their goals—whether planning for retirement, managing complex assets, or navigating generational wealth.
Helping clients focus on what truly matters
Meet the wealth management team at Freestone's San Francisco office and discover how we're helping Bay Area clients focus on what truly matters.
San Francisco
560 Mission Street, Suite 2800
San Francisco, CA 94105
415.510.6850
We’d love to hear from you. If you have questions, need wealth management information, or are ready to schedule a meeting with a Client Advisor, please fill out the form below.
Wealth Management Insights
Wealth management news and insights from our San Francisco office, and around the US.
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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
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Freestone News / Investments
Freestone Real Estate Fund Acquires Lock Vista Apartments
GT Capital and Freestone Capital Management today announced the acquisition of Lock Vista Apartments, a 192-unit multifamily community located in Seat
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Financial Planning
Year-End Financial Planning in 2025: Key Changes, Deadlines, and Opportunities
Year-end planning is a valuable practice each year. But 2025 isn’t just another year — it brings new contribution limits, fresh tax rules under the On
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Investments
Q3 2025: Falling Rates, Soaring AI, and the Long Game for Investors
The risk-on rally pressed ahead in the third quarter as equity markets climbed to new all-time highs. A well-telegraphed Federal Reserve rate cut, res
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Freestone News
Forbes Names Freestone Capital Management One of America’s Top RIA Firms for 2025
Freestone climbs to #12 among the nation’s top 250 wealth management firms
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/.