Freestone Capital Management is an independent wealth services firm based in Seattle, with offices in San Francisco and Santa Barbara. They specialize in helping successful individuals and families solve their financial problems and focus on what truly matters in life. With a client-centric approach, Freestone builds meaningful advisor relationships through transparent communication and streamlined technology.

They offer a wide range of services, including financial planning, investment management (both traditional and alternatives), estate planning, tax planning, insurance and asset protection, and philanthropy & social good. With over 22 years of experience, Freestone understands that life extends well beyond investments, and they address all aspects of their clients' lives for seamless and smarter advice. They believe in integrating their services and providing the ultimate benefit of peace of mind.

Freestone is known for its forward-thinking technological solutions and innovative approach, always evolving to meet the evolving needs of their clients. As a 100% employee-owned firm, they have a strong commitment to client satisfaction and have received numerous awards and recognition