Integrated wealth
Combines investment strategies with broader wealth services.
Freestone Capital Management
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About Freestone Capital Management
Traditional and alternative investment management is one part of Freestone Capital Management's integrated wealth services. The Seattle firm also offers financial planning, estate planning, tax planning, insurance and asset protection, and philanthropy and social good services. Its approach focuses on clients' priorities and financial goals, with advisors working closely with clients and using technology to support the process. Freestone describes itself as a 100% employee-owned firm with more than 25 years of experience. Its services address financial matters beyond investments, bringing planning and investment strategies together to support clients' broader needs.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Financial planning
Plans around client priorities and financial goals.
25+ years
More than 25 years of financial services experience.
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