Business Details
27 Years
experience
Integrated Wealth Management Solutions
At Freestone Capital, we are dedicated to solving financial challenges for successful individuals and families through a client-centric approach rooted in meaningful advisor relationships. Our integrated wealth services extend beyond investments, addressing all aspects of clients' lives to deliver seamless, smarter advice. With over 25 years of experience, we have tailored our financial planning, estate planning, and tax planning services to meet the evolving needs of our clients. Our commitment to transparent communication and forward-thinking technology simplifies financial management, allowing clients to focus on what truly matters. As a 100% employee-owned firm, we prioritize client satisfaction and have earned recognition through prestigious awards from independent providers like Barron's and Forbes.Our unified approach ensures peace of mind by aligning financial strategies with clients' personal and professional goals. Innovation drives our continuous evolution, ensuring our solutions remain relevant and effective. We work closely with clients to understand their unique priorities, crafting personalized plans that reflect their values and aspirations. Our reputation for excellence is built on decades of dedicated service and a deep understanding of complex financial landscapes. By combining expertise with cutting-edge tools, we empower clients to navigate their financial futures with confidence.
Services
Financial Planning
Estate Planning
Tax Planning
Wealth Management
Investment Strategies
Technology Solutions
Client-Centric Advisory
Relationship-Based Planning
Unified Financial Approach
Employee-Owned Services
Details
- Year established: 1999
Highlights and features
- We offer 25 years of tailored financial expertise.
- Our client-centric approach prioritizes your unique goals.
- Streamlined technology simplifies your financial journey.
- 100% employee-owned firm ensuring dedicated service.
- Award-winning recognition for excellence in wealth management.
What people say
Award-winning service
Client-centric approach
Innovative solutions
Dedicated advisory
Employee-owned expertise
Services
Financial Planning
Comprehensive financial planning services designed to align your financial resources with long-term personal and professional objectives. Our advisors create customized strategies for asset management, retirement readiness, and risk mitigation. By integrating tax-efficient solutions and estate planning considerations, we help clients build sustainable wealth across generations.
Estate Planning
Specialized estate planning services ensure your assets are distributed according to your wishes while minimizing tax liabilities. We coordinate with legal professionals to establish trusts, wills, and advanced directives tailored to your family's needs. Our approach preserves wealth for future generations while addressing current estate management requirements.
Tax Planning
Strategic tax planning services focused on optimizing your financial position through legal tax reduction methods. We analyze income streams, investments, and business interests to develop proactive tax-saving strategies. Our solutions integrate with overall wealth management plans to maximize after-tax returns.
Wealth Management
Holistic wealth management combining investment advisory, financial planning, and risk management services. Our team creates coordinated strategies addressing multiple financial goals simultaneously. By leveraging advanced analytical tools and market insights, we deliver comprehensive solutions that adapt to changing life circumstances.
Investment Strategies
Customized investment strategies designed to achieve specific financial objectives while matching your risk tolerance. We employ diversified portfolio approaches using both traditional and alternative assets. Our data-driven methodology continuously monitors market conditions to optimize investment performance and capital preservation.
Questions
What services does Freestone Capital offer?
We provide financial planning, estate planning, tax strategies, investment management, and integrated wealth solutions tailored to individual and family needs.
How long has Freestone Capital been in business?
With over 25 years of experience, we've been serving clients since 1999, continuously refining our financial advisory services.
What makes Freestone Capital different from other firms?
As a 100% employee-owned firm, our advisors maintain direct accountability to clients through transparent communication and personalized technology solutions.
Are Freestone Capital's advisors certified professionals?
Our team consists of experienced financial professionals with industry-recognized credentials and decades of combined expertise.
How does Freestone Capital use technology in their services?
We implement forward-thinking digital tools to streamline financial management, enhance portfolio tracking, and improve client-advisor communication processes.
Has Freestone Capital received any industry recognition?
We've earned awards from Barron's, Forbes, and other independent publications for excellence in wealth management services since 2024.
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