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Eric Fischer
Freestone Capital Management is the best! Their team is knowledgeable and their investment advice is spot on. They have helped me grow my wealth and secure my financial future. I highly recommend them to anyone looking for a reliable financial partner.
Raghu Nandhan
I have been with Freestone Capital Management for a while now and I am extremely satisfied with their services. Their team is highly skilled and provides excellent investment advice. They have helped me achieve my financial goals and I can't thank them enough.
Franco Fontana
I have been a client of a certain financial management company for a while and while I have had an overall positive experience, I recently switched to Freestone Capital Management and I couldn't be happier. Their team is professional and highly skilled. They provide personalized investment strategies and their performance has been great. I trust them with my financial goals.
Pascal Goyffon
Freestone Capital Management has been managing my investments for quite some time now, and I must say, they always deliver! Their team is highly professional and their investment strategies have helped me grow my wealth consistently. I can confidently recommend them to anyone looking for financial guidance.
Brianna Pyka
I recently started working with a financial management company and I can say that Freestone Capital Management stands out from the rest. Their team is highly knowledgeable and provides great investment advice. They have helped me navigate the market and achieve positive results.
Shaji Shereef
I am very impressed with Freestone Capital Management. Their expertise in investments is unmatched, and I have seen great returns on my investments under their guidance. The team is approachable and always ready to answer my questions. I am glad to have them managing my wealth.
Joshua Becenti
I have been with Freestone Capital Management for a few months now and I must say they have exceeded my expectations. The team is highly knowledgeable and provides excellent investment advice. They have helped me grow my wealth and secure my financial future. I highly recommend their services.
Jacob Robbins
I recently switched to Freestone Capital Management and I couldn't be happier with my decision. Their team is highly professional and dedicated to helping me achieve my financial goals. Their investment strategies are solid and have consistently delivered positive results.
Dean Stacer
💯👍 I love how Freestone Capital Management handles my investments. Their team is top-notch and their investment strategies have helped me achieve great results. Highly recommended! 👌
Amy Varera
I've recently started working with a new financial management company and I am extremely satisfied with their services. Their team is highly experienced and provides great investment advice tailored to my goals. They have helped me navigate the market and achieve positive results.
Matt Csw
Freestone Capital Management is simply the 👌! They have a solid team and provide top-notch investment advice. I'm impressed with their knowledge and expertise. The best decision I made was choosing them as my financial partner. 💯
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Get the widget for your site →About Freestone capital management
Freestone is an independent Seattle-based wealth services firm with offices in San Francisco and Santa Barbara, helping clients Focus on What Truly Matters
Freestone Capital Management: Helping Clients Focus on What Truly Matters
Freestone Capital Management is an independent wealth services firm based in Seattle, with additional offices in San Francisco and Santa Barbara. The company was founded in 1999 by Gary Furukawa, who had a vision of creating a firm that would provide comprehensive financial planning and investment management services to individuals, families, and institutions.
Today, Freestone has grown into one of the most respected wealth management firms in the Pacific Northwest. With over $4 billion in assets under management (AUM), the company serves a diverse range of clients across the country. From high-net-worth individuals to foundations and endowments, Freestone's team of experienced professionals provides customized solutions tailored to each client's unique needs.
At Freestone Capital Management, we believe that true wealth is about more than just money. It's about having the freedom to pursue your passions and live life on your own terms. That's why our mission is to help our clients focus on what truly matters – their families, their businesses, their communities – by providing them with the financial tools they need to achieve their goals.
Our Services
At Freestone Capital Management, we offer a wide range of services designed to help our clients build and preserve wealth over time. Our core offerings include:
Investment Management: We take a disciplined approach to investing that focuses on long-term growth while managing risk through diversification.
Financial Planning: Our team works closely with clients to develop comprehensive financial plans that address all aspects of their financial lives.
Estate Planning: We help clients navigate complex estate planning issues so they can leave a lasting legacy for future generations.
Tax Planning: Our tax experts work closely with clients' accountants or tax advisors to minimize taxes while maximizing after-tax returns.
Philanthropic Services: We assist clients who wish to make charitable donations or establish charitable foundations as part of their overall wealth management strategy.
Institutional Services: We provide customized investment solutions for institutional investors such as foundations and endowments.
Our Approach
At Freestone Capital Management, we believe that successful investing requires discipline, patience, and a long-term perspective. That's why we take an evidence-based approach that emphasizes low-cost index funds combined with active management where appropriate. By focusing on factors such as asset allocation and diversification rather than trying to time markets or pick individual stocks or bonds based on short-term trends or news events; we aim at delivering consistent results over time without taking unnecessary risks.
We also recognize that every client has unique needs when it comes managing his/her finances; therefore our team takes pride in working closely with each client individually so as understand his/her specific goals before developing personalized strategies tailored towards achieving those objectives.
Our Team
The success of any wealth management firm depends largely upon its people; at Freestone capital management this is no exception! Our team comprises highly skilled professionals from diverse backgrounds including finance & accounting law among others who are passionate about helping people achieve their financial goals.
Each member brings unique skills & experience which enables us deliver exceptional service & advice across all areas related personal finance including investments planning estate planning philanthropy among others.
Conclusion
In conclusion if you're looking for an independent Seattle-based Wealth Services Firm offering comprehensive Financial Planning Investment Management Estate Tax Philanthropic Institutional Solutions then look no further than freestoncapital.com! With over $4 billion AUM under its belt coupled with experienced professionals dedicated towards helping you focus what truly matters - your family business community - there’s no better choice when it comes managing your finances!
- Website
- freestonecapital.com
- Phone
- 12067077300
- Address
- 701 fifth avenue
- Categories
- Investment management