Freestone Capital Management

At Freestone, we continue to focus on our clients, creating opportunities for our advisors to do their best and most focused work.

Learn if Freestone could help in the next phase of your career: https://www.freestonecapital.com/freestone-landing-page/

Congratulations to Alyssa Morris, Bruce Edwards, Michael Allard, Riley Barr, CFP®, and Samuel Pun for being recognized as a 2023 San Francisco Five Star Wealth Manager award winner!

The complete list can be viewed here: https://fivestarprofessional.com/awardwinners/sfwm

Five Star Professional Wealth Manager award was issued on 11/1/23 for the time period 2/13/23 through 8/31/23. A self-completed questionnaire was used for rating purposes based on 10 objective criteria. Of 2,346 San Francisco-area wealth managers considered for the award, 40 (2% of candidates) were named 2023 Five Star Wealth Managers. Wealth Managers do not pay a fee to be considered or included in the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance or quality of investment advice provided. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or its publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

San Francisco Five Star Wealth Manager Award Winners - Five Star Professional

Cheers to a life well lived! Freestone is here to ensure your financial plan supports your dreams and celebrations, allowing you to savor every special moment.

Subscribe to our newsletter for relevant planning and investment information delivered directly to your inbox.

Subscribe Today: https://www.freestonecapital.com/freestone-insights/

Our holistic approach combines your goals with smart strategies, empowering you to live a life that matters.

Learn more about our services: https://www.freestonecapital.com/

Welcome Jonathan Wittlin, CFP®! Jonathan joins our team of 26 client advisors and brings over 20 years of experience assisting individuals and families with their complex financial and investment plans. He partners with his clients on every aspect of their financial lives, giving them the peace of mind to focus on .

Check out all the details here: https://www.wealthmanagement.com/ria-news/rockefeller-freestone-capital-attract-talent-palm-beach-san-francisco

Join us today for the second session of our two-part webinar series for young adults: Growing Your Financial Future.

In this webinar, we will discuss investment literacy, including investment type, asset allocation and diversification.

Secure your spot: https://freestonecapital.zoom.us/webinar/register/WN_YyCsf9-fQHqS_c6qEQoOGA

Calling all UW Students, are you interested in working in Wealth Management but missed us at the University of Washington - Michael G. Foster School of Business career fair?

We have plenty of internships and full-time positions available and are actively looking for strong candidates. If you have any questions or wish to apply, visit our website to learn more: https://lnkd.in/gJXJNuSJ

Passionate about giving back? Our comprehensive financial solutions empower you to pursue your charitable goals while ensuring your own financial well-being.

Learn more about our services: https://www.freestonecapital.com/

Join us today for the first session of our two-part webinar series: “Understanding Your Financial Foundation”

We'll be covering critical topics such as different types of savings accounts, how to improve, or start building your credit score, and how to define a budget (that you’ll stick to)!

Click to register: https://freestonecapital.zoom.us/webinar/register/WN_w8HnrEEzTZO7VT9FyIvHhw

Thank you Forbes for recognizing us as one of America’s Top RIA firms!
This recognition would not be possible without the support of our clients, and the efforts made across the entire Freestone team.

The complete list can be viewed here: https://www.forbes.com/lists/top-ria-firms/?sh=42e2df613cd5


This ranking is not indicative of future performance. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research (https://www.shookresearch.com/), is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Information was obtained from firm representatives, and interviews. None of Freestone or its employees pay a fee in exchange for inclusion in this list.

Here's the full methodology: https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=4e8f7c1ce26d

Methodology: America’s Top RIA Firms 2023 More and more families are entrusting independent advisors to manage their assets.

Want to make a difference in the world?
Let your financial well-being become the foundation for creating a life filled with purpose and meaning.

Learn more about our services: https://www.freestonecapital.com/

Get our Freestone insights sent straight to your inbox!
Whether you're looking to grow your investments, plan for your children's education, or navigate uncertain markets, our newsletter has you covered.

Subscribe Now: https://www.freestonecapital.com/freestone-insights/

Last week we had the opportunity to attend Recovery Café's annual Standing in the Gap luncheon. Donations made to Recovery Café help provide a safe and loving place for those in our community struggling with homelessness, addiction, and other mental health challenges. We are proud sponsors of this event and of Recovery Café’s mission to offer a refuge for healing, hope, and support to help people transform their lives.

Secure your loved ones' future. Your estate planning goes beyond just having a will. Our advisors work with you and your legal team to create a comprehensive plan tailored to your needs.

Read our new blog to learn how we help our clients with estate planning needs: https://www.freestonecapital.com/insights/5-components-of-an-estate-plan/

5 Components of an Estate Plan | Freestone Capital Freestone is an independent Seattle-based wealth services firm with offices in San Francisco and Santa Barbara, helping clients focus on what truly matters.

Congratulations to Erik Morgan, Kimberlee Hansen, and their team for their recognition by Barron's as a Top 100 Independent Advisor. Erik and his team were ranked 4th out of 100 advisors across the United States. https://ow.ly/KV1q50PN5Sx

Barron's methodology can be found here: https://ow.ly/oIBj50PN5Sy

Disclosure: The rankings were based on data provided by around 6,000 of the nation’s most productive advisors. Find Barron’s complete methodology here. Ranking is not indicative of advisor’s future performance

2023 Top 100 Independent Advisors by Barron's Barron's 2023 ranking of the top independent financial planning advisors.

Let us help you plan your big financial decisions, so you can focus on the small, important life moments.

Learn more about our services: https://www.freestonecapital.com/

45% of the average Advisors' new business at Freestone is acquired through firm referrals.

Learn if Freestone could be the next phase in your advisor career: https://www.freestonecapital.com/freestone-landing-page/

Join Freestone | Long Term Growth for You and Your Clients When you join the Freestone team, you’ll be supported with the resources and freedom to achieve long term growth for you and your clients.

With over 24 years of experience, we’ve tailored our financial services to provide our clients with the ultimate benefit and peace of mind.

Reach out to our team today: https://www.freestonecapital.com/

Our entrepreneurial approach starts with you.
Learn how we support advisors through firm-driven growth opportunities, professionalized services, and an experienced support team: https://ow.ly/wpWT50PG3lI

With our personalized approach and streamlined technology, we provide our clients the freedom to focus on what truly matters.

Learn more about our services: https://www.freestonecapital.com/

Sending your child off to college is an exciting milestone! However, it can be often met with mixed emotions. To help ease your fears or anxieties, we’ve put together a few suggested topics to discuss with your teen before they leave in the fall.

Read our blog to learn more: https://www.freestonecapital.com/insights/steps-to-take-as-your-child-heads-off-to-college/

Steps to Take as Your Child Heads Off to College | Freestone Capital Freestone is an independent Seattle-based wealth services firm with offices in San Francisco and Santa Barbara, helping clients focus on what truly matters.

Whether it’s the streets of Tokyo or the exotic beaches of Bali Freestone ensures that you create those lifelong memories and cherish truly matters.

Learn more about our services: https://www.freestonecapital.com/

Looking for a firm that can help you grow your book of business? With an average of $28M in new business per advisor last year, we're committed to helping you reach new heights in your career.

Learn more: https://www.freestonecapital.com/freestone-landing-page/

Last weekend we participated as walkers, cyclists, and volunteers at Fred Hutch’s Obliteride! It was an incredible weekend honoring loved ones and working collectively to help .

Thank you to Fred Hutch, their employees, and volunteers for another energizing event!

Less time worrying about money means more time pursuing your passions.
Let us pave the way for a life filled with purpose and financial security so you can do what you love.

Learn more about our services: https://www.freestonecapital.com/

Cherish the moments that matter most.
Let Freestone take care of your finances, so you can enjoy every precious life moment.
Learn more about our services: https://www.freestonecapital.com/

Celebrating over 24 years of empowering individuals and families to achieve their financial goals! Freestone Capital Management has been a partner, guiding clients toward financial success since 1999.

Join our community of satisfied clients and start your journey to financial prosperity today!
https://www.freestonecapital.com/

At Freestone, we continue to focus on the client, creating opportunities for our advisors to do their best and most focused work.

Learn if Freestone could help in the next phase of your career: https://ow.ly/clPb50Pgzxn