Guidance for your financial journey

The professionals at Freestone Wealth Strategies have a long history of helping investors pursue their goals. And we believe that our clients’ success hinges not simply on our skill, but on the relationships we build with each of them.

Over more than 49 years of combined industry experience, we’ve learned that taking success further requires more than financial planning – it requires financial partnership. So, as we help you plan for where you’re going, we strive to build a deeper understanding of who you are and where you have been.