Independent, fee-only wealth advisory and asset management firm founded in 1999, managing more than $15 billion for individuals and families across five offices.
Freestone Capital is an independent, fee-only wealth advisory and asset management firm founded in 1999. The firm serves successful individuals and families through personalized advisory relationships that integrate financial planning, investment management, estate planning, tax planning, insurance and asset protection, and philanthropic planning. Its investment platform spans traditional investments, alternatives and private-market strategies.
The firm's scale has grown from $250 million in assets under management at its founding to more than $15 billion today. Client advisors and senior investment professionals average more than 20 years of experience, and the firm operates from five offices: Seattle (headquarters), San Francisco, Silicon Valley, Santa Barbara and Anchorage.
Ownership is 100% employee-owned, aligning the interests of the professionals running client relationships and portfolios with those of the clients they serve. The Freestone Foundation provides a vehicle for community support, complemented by employee volunteer opportunities.
