Business Details
27 Years
experience
Your Trusted Partner for Financial Planning & Wealth Management
Founded in 1999, Freestone Capital is an independent, fee-only wealth advisory and asset management firm dedicated to providing personalized financial solutions. With over 25 years of experience, our 100% employee-owned structure ensures our sole commitment is to client success, free from corporate parent influences. Our team of seasoned advisors, averaging over 20 years of experience, combines rational financial planning with sophisticated investment strategies to address the unique complexities of each client's financial life.We specialize in integrated wealth management, including estate planning, tax strategies, and alternative investments, serving clients across the West Coast from offices in Seattle, San Francisco, Santa Barbara, and Anchorage. Our fiduciary duty, hybrid investment approach, and technology-driven solutions empower clients to focus on what truly matters while achieving long-term financial security.
Services
Financial Planning
Investment Management
Estate Planning
Tax Planning
Insurance Protection
Philanthropy Strategies
Alternative Investments
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of experience in personalized wealth management.
- Our 100% employee-owned structure ensures unwavering client commitment.
- We employ a hybrid investment approach for diversified solutions.
- Our fiduciary duty guarantees transparent, client-first advice.
- We integrate technology to streamline financial planning processes.
Services
Financial Planning
Our financial planning service creates tailored strategies to address retirement goals, family legacy, and major financial concerns. We analyze cash flow, assets, and liabilities to develop comprehensive plans that adapt to life events and market changes. Clients receive actionable guidance to preserve wealth and achieve long-term objectives.
Investment Management
We employ a hybrid investment approach combining internal expertise with external managers to diversify portfolios. Our strategies include traditional and alternative assets, focusing on risk management and long-term growth. Clients benefit from customized allocations aligned with their financial goals and risk tolerance.
Estate Planning
Our estate planning service ensures wealth distribution according to client wishes through wills, trusts, and succession strategies. We collaborate with legal advisors to create Dynasty Trusts, Crummey Trusts, and business exit plans. This service minimizes tax liabilities while protecting assets for future generations.
Tax Planning
We develop proactive tax strategies to minimize liabilities through investment vehicles and tax-loss harvesting. Our team coordinates with client tax advisors to navigate evolving policies and optimize after-tax returns. This service integrates with overall financial planning to enhance wealth preservation.
Philanthropy Strategies
Our philanthropy service helps clients maximize charitable impact while optimizing tax efficiencies. We recommend Donor Advised Funds, trusts, and private foundations to align giving with financial goals. This service simplifies estate planning and ensures legacy contributions to preferred causes.
People
Erik Morgan
Advisor
Erik Morgan, recognized in Barron's Top 100 Independent Advisors, brings 20+ years of wealth management expertise. He specializes in creating tailored financial solutions that align with client values and long-term objectives.
Alyssa Morris
JD, Advisor
Alyssa Morris combines legal expertise with financial planning to address complex estate and tax strategies. With 15+ years in wealth advisory, she helps clients navigate legal frameworks for optimal asset protection and transfer.
Jeffrey Salyer
CFA, Advisor
Jeffrey Salyer, a Chartered Financial Analyst, oversees investment strategies with a focus on alternative assets. His 22-year career includes managing portfolios through market cycles to deliver consistent client outcomes.
Courtney Hastings
CFP, Advisor
Courtney Hastings, a Certified Financial Planner, specializes in retirement and tax planning. She has guided over 300 families in creating sustainable financial strategies that adapt to evolving life circumstances.
Hayden Wieck
CFA, CAIA, Advisor
Hayden Wieck manages alternative investment portfolios with expertise in private equity and real estate. His 18-year career includes developing proprietary funds that provide unique market opportunities for clients.
Questions
What services does Freestone Capital offer?
We provide financial planning, investment management, estate planning, tax strategies, insurance protection, and philanthropy solutions tailored to individual client needs.
How does Freestone approach financial planning?
We begin with a detailed analysis of your financial situation, then create customized plans addressing retirement, legacy goals, and market adaptability.
Are you a fiduciary advisor?
Yes, we operate as a fiduciary with a 100% employee-owned structure, ensuring all recommendations prioritize client interests without corporate conflicts.
What investment strategies do you use?
Our hybrid approach combines internal expertise with external managers across traditional and alternative assets to optimize diversification and risk-adjusted returns.
How are fees structured for your services?
We maintain a transparent, fee-only structure based on assets under management, with no hidden costs or commission-based products.
Do you work with out-of-state clients?
Yes, we serve clients across the West Coast and nationally through virtual consultations and remote portfolio management capabilities.
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