Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and
transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.


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Freestone Capital Management

Freestone Capital Management's headquarters in Seattle, WA, United States

This department manages client interactions and ensures satisfaction with services.

Client Relations

The Client Services Team at Freestone Capital Management is dedicated to providing exceptional support and personalized service to high net worth clients. They focus on enhancing the client experience by addressing inquiries, facilitating communication between clients and financial advisors, and ensuring the seamless execution of wealth management strategies. Their expertise in client relations and investment operations ensures that clients receive tailored solutions and ongoing assistance in managing their financial needs.

Client Services Team

The Investment & Financial Planning Team at Freestone Capital Management is dedicated to providing tailored investment strategies and comprehensive financial planning services for high net worth clients. This multidisciplinary team, comprised of client advisors, financial planners, and investment specialists, collaborates to analyze clients' financial goals, manage portfolios, and ensure effective wealth preservation and growth. Their holistic approach ensures clients receive personalized guidance that addresses all aspects of their financial lives.

Investment & Financial Planning Team

This department focuses on providing expert advice and support to clients, ensuring their needs are met and fostering strong client relationships.

Client Advisory Services

The Leadership Team at Freestone Capital Management is responsible for setting the strategic direction and vision of the firm, ensuring alignment with the company’s mission to provide exceptional wealth management services. This team collaborates across various disciplines to drive operational excellence, enhance client relationships, and uphold the company’s commitment to independent, fee-only advising. Key leaders, including the CEO and Managing Directors, guide the firm’s growth while fostering a culture of integrity and client-centric service.

Leadership Team

The Business Development Team at Freestone Capital Management is responsible for identifying and cultivating relationships with high net worth individuals and families. They strategize and implement initiatives to enhance the firm's visibility, promote its suite of wealth management services, and support the growth of client acquisition efforts. Their collaborative approach integrates marketing, advisory, and financial expertise to drive the overall success of the firm’s business objectives.

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Other teams

Client Services Team

Investment & Financial Planning Team

Client Advisory Services

Leadership Team

Business Development Team