Freestone Capital Management

"What does it take to thrive in the ultra-competitive wealth management world?”   Dive into Freestone’s success story with our founder, Gary Furukawa, and president, Erik Morgan, on this episode of The Diamond Podcast for Financial Advisors, recorded earlier this year: https://lnkd.in/ga6V2V4y   Important Disclosures: Information about portfolio companies is provided for educational and informational purposes only, does not purport to be a complete list of all investment portfolio companies, and is not intended as an offer or solicitation of securities or investment advice. No representation is made with regards to the performance of any investment portfolio company; in fact, investment portfolio companies may lose some or all of their value.

We're celebrating our 25th anniversary all year long by talking to our employees about their unique experiences at Freestone. Reflecting on our history prompts us to look towards the future. According to Client Advisor Christine Opp, CFA CFP® , the best is yet to come! Stay tuned for more insights throughout the year. #25YearsofFreestone #WhatTrulyMatters

As we celebrate our 25th anniversary, we asked our employees to reflect on what Freestone means to them. Client Advisor Pete Forras highlights collaboration as a key unifying factor among our team members. Join us as we share more insights into what Freestone signifies to our team over the coming year.

Managing risk through insurance can be puzzling, especially as your life and net worth evolve. Read our latest blog to learn more about key considerations for umbrella, life, disability, and long-term care insurance to ensure your family and assets are well-protected: https://lnkd.in/eCUYZ9BK #FinancialPlanning #WhatTrulyMatters

We're thrilled to congratulate Jennifer Moreland on her recognition as one of the Puget Sound Business Journal's CFOs of the Year! This award highlights CFOs who have made a substantial impact on their organization’s growth and the community. Well-deserved! #CFOOfTheYear #WhatTrulyMatters

We're celebrating our 25th anniversary all year long by talking to our employees about their experiences at Freestone. Matthew Tigert, CIMA® , our Chief Operating Officer, values Freestone’s unique company culture. Stay tuned for more reflections from our team throughout the year! #25YearsofFreestone #WhatTrulyMatters

New blog alert! Navigating Insurance: A Guide for High-Net-Worth Individuals Managing risk through insurance can be complex, especially as your life and net worth evolve. Our latest blog covers key considerations for umbrella, life, disability, and long-term care insurance to ensure your family and assets are well-protected. Read more here: https://lnkd.in/eCUYZ9BK #FinancialPlanning #WhatTrulyMatters

In celebration of our 25th anniversary, we’re dedicating the entire year to sharing stories from our employees about what Freestone means to them. Client Advisor Jenna Brazile, CFP® cherishes unforgettable moments spent with her clients. Follow along as we explore more personal insights over the coming year. #25YearsofFreestone #WhatTrulyMatters

What better time to consider educational planning than during graduation season? Freestone’s Wealth Planning team prepared a guide on using 529 Plans effectively, highlighting qualified vs. nonqualified expenses. Read more here: https://lnkd.in/grd4fnBa #FinancialPlanning #WhatTrulyMatters

We're celebrating our 25th anniversary all year long! We spoke with some of our employees to find out what 25 years of Freestone means to them. For Client Advisor Bobby Gentry, the relationships he's built with mentors and mentees are among the most significant highlights of his time at Freestone. Join us as we share more reflections on what Freestone signifies to our team over the coming year. #25YearsofFreestone #WhatTrulyMatters