Founded in 1999, The Freestone Group, LLC is a Seattle-based registered investment advisor offering a holistic approach to wealth management. The firm provides a wide range of services including investment management, financial planning, tax and estate planning, and philanthropic advising. Freestone emphasizes a client-centric model, operating independently to provide objective advice and customized strategies tailored to the complex financial needs of its affluent clientele and institutional partners.

Founded in

Canada