Freestone Capital Management

As an integrated wealth services firm, we recognize that life extends well beyond investments We address all aspects of our clients’ lives for seamless, smarter advice:

• Investment Management: Traditional & Alternatives
• Insurance & Asset Protection
• Philanthropy & Social Good We work closely with our clients and focus on what matters most to them, then plan to help them achieve that through financial goals

With over 22 years of experience, we’ve tailored our financial services to meet the evolving needs of our clients Through a unified approach, we aim to provide our clients the ultimate benefit, peace of mind

Forward-thinking technological solutions from beginning to end to simplify life for our clients Innovation underscores how Freestone is always evolving

Integrated wealth management and investment strategies that work for you

We are driven by the desire to help our clients address what truly matters to them

A 100% employee owned firm with more than 22 years of client satisfaction