Overview

Freestone Financial

Information by Research TrustFinance

https://freestonecapital.com/

Founded in 1999, Freestone Capital Management is an independent, fee-only wealth and asset management firm. The company's mission is to provide an unparalleled experience for its clients by offering unbiased advice and customized financial solutions, distinct from traditional brokerage models. They focus on managing wealth for high-net-worth individuals, families, and foundations, combining investment management with comprehensive financial planning, including tax and estate planning, and philanthropic strategies.

Founded in
Canada

Canada


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service