Relationships
We work closely with our clients and focus on what matters most to them, then plan to help them achieve that through financial goals.
Focus on
- Family
- Community
- Education
- Career
- Legacy
- Life
- what truly matters
Solving financial problems for successful individuals and families.
Our client-centric approach is built around meaningful advisor relationships, earned through transparent communication and streamlined technology, to provide our clients the freedom to focus on what truly matters.
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:
Integration
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.
Technology
Forward-thinking technological solutions from beginning to end to simplify life for our clients. Innovation underscores how Freestone is always evolving.
