Freestone Capital Management

11/09/2023

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/

11/07/2023

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.

11/06/2023

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.

11/02/2023

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

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

10/30/2023

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/

10/25/2023

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

10/25/2023

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

10/23/2023

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

10/19/2023

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/

10/18/2023

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

10/16/2023

Research indicates that cultivating wise investment habits in your youth can have a profound and lasting impact on your financial well-being. Dive into our two-part webinar series to discover how early financial education can make a positive difference in your financial journey.

Session 1: "Building a Financial Foundation" on Wednesday, October 18th at 5:00 pm PDT. Our first session will focus on topics including financial literacy, budgeting, saving, and credit cards.

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

Session 2: "Growing Your Financial Future" on Wednesday, October 25th at 5:00 pm PDT. Our second session will address investment literacy, including investment type, asset allocation and diversification, analyzing investments, case studies, and advice based on individual situations.

Click to Register: https://freestonecapital.zoom.us/webinar/register/WN_YyCsf9-fQHqS_c6qEQoOGA

10/16/2023

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

More and more families are entrusting independent advisors to manage their assets.