As the new school year begins, it's a great time to make sure your teen is ready for the financial responsibilities of adulthood. Whether they're starting college or finishing high school, our latest blog provides expert tips on budgeting, planning, and more to help them navigate this important transition. Read the full guide here: https://lnkd.in/gDqnB4ik #FinancialPlanning #WhatTrulyMatters
Freestone Capital Management
Financial Services
Seattle, WA 10,914 followers
Providing you the freedom to focus on what truly matters
About us
Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.
- Website
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http://www.freestonecapital.com
External link for Freestone Capital Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Seattle, WA
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Wealth Planning, Asset Management, Alternative Investments, and Investments
Locations
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Primary
701 Fifth Avenue
74th Floor
Seattle, WA 98104, US
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205 E Carillo Street
Suite 219
Santa Barbara, CA 93101, US
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560 Mission Street
Suite 2800
San Francisco, California 94105, US
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2105 S Bascom Avenue
Suit 215
Campbell, California 95008, US
Employees at Freestone Capital Management
Updates
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We're celebrating our team members who marked work anniversaries this August! Your hard work and commitment have been instrumental to our success. A huge thank you to Ned Doubleday, robert downer, Jenny Doherty, CFP®, Mari Nakata, Bethany Rabinowitz, Bryce Leone, Cole Walton, CFP®, Joseph Riley, and Becca Anderson. We're grateful for your contributions and excited for the future ahead! #EmployeeAnniversaries #WhatTrulyMatters
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Celebrating our 25th anniversary means reminiscing with those who have been with us since the beginning! Founding member Kimberlee Hansen has a heartfelt message about her past 25 years at Freestone. Stay tuned for more memories and stories as we commemorate this milestone year. #25YearsofFreestone #WhatTrulyMatters
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We’re hiring! We’re looking for an experienced Senior Wealth Strategist to join our team, focusing on complex tax and financial planning for high-net-worth clients. This role is not about tax preparation but involves working closely with our Wealth Strategy team and Client Advisors on strategic planning, including multi-generational wealth strategies and business succession planning. The ideal candidate has 8+ years of experience, a CPA, EA, or CFP certification, and is comfortable in a fast-paced environment. Preferred location: Seattle. Apply here: https://lnkd.in/gYdAxHeu
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Go Team Freestone! We've now raised over $150,000 for Obliteride, securing 3rd place out of 487 teams! We’re incredibly proud to support Fred Hutch’s groundbreaking work in uniting innovative research with compassionate care to fight cancer and infectious diseases. Learn more about our efforts and Obliteride 2024 in the Puget Sound Business Journal here: https://lnkd.in/gP6XVAPg #CommunityOutreach #WhatTrulyMatters *must be a PSBJ subscriber to view
Fred Hutch expects to eclipse fundraising record after big Obliteride turnout - Puget Sound Business Journal
bizjournals.com
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Join us in congratulating Max Canfield, CFP®, Senior Client Service Associate, on earning his CFP (Certified Financial Planner) designation! Max, your hard work has truly paid off, and we’re proud to have you as part of our team. Here’s to your bright future ahead! #CertifiedFinancialPlanner #ContinuingEducation #WhatTrulyMatters Important Disclosures: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information regarding CFP requirements, visit https:// https://lnkd.in/ex9WHaY or https://lnkd.in/dcbeEtPu
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Your teen is stepping into adulthood—are they ready to manage their own finances? Our latest blog offers expert advice on helping them navigate this new chapter, from budgeting basics to long-term financial planning. Set them up for a successful future! Read the full guide here: https://lnkd.in/gDqnB4ik #FinancialPlanning #WhatTrulyMatters
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As we celebrate our 25th anniversary, we're reminiscing about standout memories with our team. Jason Mann, who's been with Freestone for 19 years, recalls a surprisingly uplifting experience from the 2008 financial crisis. Reflecting on moments like this remind us how fortunate we are to have the guidance of our founder, Gary Furukawa. Follow along for more insights throughout the coming year. #25YearsofFreestone #WhatTrulyMatters
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We’re proud to share the results of Freestone’s participation in the Fred Hutch “Obliteride” event this past Saturday! We've surpassed $95,000 in fundraising, with more donations pending. These funds will directly support cancer research and treatment advancements. A huge thank you to our volunteers and participants for spending their weekend supporting Fred Hutch and our community! Learn more about Fred Hutch’s Obliteride here: https://lnkd.in/grcXEbr #Obliteride #Community #WhatTrulyMatters
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We’re thrilled to announce that the Freestone Real Estate fund, in partnership with GT Capital and Evergreen Gavekal, has acquired the iconic Smith Tower and Butler Garage in Seattle. Freestone is proud to contribute to the preservation of Seattle's architectural beauty and we’re optimistic about the future of downtown. Speaking of iconic legacies: Breana Brown, a director on Freestone’s Investments team, has a unique connection to the Smith Tower project—her great-grandfather contributed to its original construction! Discover more about the acquisition here: https://lnkd.in/eVQdXdec #FreestoneRealEstate #WhatTrulyMatters
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