Freestone is an independent fee-only wealth advisory and asset management firm serving high net worth individuals and families with offices in Seattle, San Francisco and Santa Barbara.
Founded in 1999, we have grown from $250 million to over $7 billion in assets under management*. Our growth is the result of client trust and Freestone’s focus on delivering excellent results. As a 100% employee-owned firm, we have an unwavering commitment to the success of our clients without bowing to the demands or constraints of a corporate parent. We believe our combination of personalized wealth management and access to a broad range of investment strategies provides the best overall solution for our clients.
Our firm name, Freestone, was inspired by a freestone river, a favorable spot for fly fishing, which is a favorite hobby of our founder. A freestone river is defined as “a natural river with an undammed channel that allows free movement of stones rolling down the river course over time.” Our goal is to provide an unobstructed flow of information between Freestone and our clients and an unobstructed navigation through smooth and rough “waters.” Our independence and forward thinking allow us to be opportunistic when a unique investment event is presented.
*as of 6.30.2021
Our combination of personalized wealth management and broad range of investment strategies provides the best overall solution for our clients.
We believe effective wealth management is more than simply providing investment advice or allocating assets to a diversified portfolio.
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