Clients Come First
This core value drives everything we do. While our primary consideration is the unique
circumstances of each client, we are guided by the following principles:
Our relationship with clients and employees is based on the trust we work to earn every day. We focus on doing the "right thing" in our clients’ best interests.
We strive to continually get better at everything we do. Simply being good today is not enough.
As a privately held firm with a dedicated investment team, we can identify unique and contrarian opportunities ahead of the crowd.
We are passionate about what we do. We believe this translates into a superior experience for our clients.
Each client has specific goals and aspirations. In the end, wealth is not what matters most, it is simply a vehicle to help achieve personal fulfillment. We listen so that we can understand what truly matters to you.
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We believe that an effective strategy for managing wealth represents the convergence of many independent but related plans with client goals and objectives at the core.
Awards & Recognition
Barron's Top 100 Independent Financial Advisors 2019
Congratulations to Erik Morgan for his recognizition as a Top Financial Advisor by Barron's Magazine. Erik was ranked #12 out of 100 advisors across the United States.
Five Star Professional Wealth Manager Awards 2020
Congratulations to the following Advisors for their recognition as a 2020 Five Star Wealth Manager: Andrew Erisman, Bob Mellon, Christopher Odem, Christine Opp, Peter Forras, Peter Wicklund, Robb Carter.
Barron’s 1,200 Top Financial Advisors: Washington 2020
Erik Morgan was recognized by Barron's as the #1 Advisor in Washington State. Bob Mellon was recognized as the #30 Advisor in Washington State.
Gary Furukawa and Erik Morgan Featured in Financial Advisor Magazine
In Financial Advisor Magazine's September issue, "A Talent For Finding Pearls In Stone," Freestone's Founder and Senior Partner Gary Furukawa details how his need for creative investment opportunities led to the formation of Freestone Capital. Read more
In the Community
We are committed to supporting the communities in which we operate, primarily through the Freestone Capital Management Charitable Foundation, and through the individual actions of our partners and employees. In addition to financial support, we encourage our employees (both individually and as a team) to donate their time and expertise. Freestone employees have served on numerous non-profit boards and are involved in a wide range of community programs.
In 2018, we launched the Freestone's Future Leaders Scholarship, pledging to contribute $100,000 in scholarships to 20 students over 4 years. Please visit our scholarship page to learn more.
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