Freestone Capital Management

Freestone Capital Management is a privately-owned wealth management firm that simplifies the complexities of wealth, so its clients can focus on what matters most to them. Freestone works to understand its clients' goals to create a customized financial plan that addresses the entirety of their situation, then implements an investment approach that may include a combination of traditional and alternative strategies. In 2019, two Freestone advisors were named to Barron's list of the top 1,200 financial advisors in the country, an annual state by state ranking. Freestone's Erik Morgan was ranked as 2019's Top Financial Advisor in Washington State. This is his sixth time receiving this recognition.