Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Seattle, Washington, Oregon and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.
I am a CERTIFIED FINANCIAL PLANNER™ professional and the Director of Financial Planning at Freestone Capital Management. My primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the personal and financial goals of the client, we develop a customized wealth plan incorporating aspects such as estate and trust planning, tax planning, business succession planning and philanthropic planning. Once the plan is constructed, we design a tailored investment portfolio. Depending on the needs of the client, we select from a variety of internally and externally managed strategies spanning both traditional and alternative asset classes, some of which are only available at Freestone.
Anymail finder is trusted by tens of thousands of companies to provide accurate contact information to their Sales and Business Development teams.
If you’re looking to find the email of Stephanie West Cfp at Freestone Capital Management then you’ve come to the right place.
Wondering if it's stephanie@freestonecapital.com, stephanie.cfp@freestonecapital.com, cfp@freestonecapital.com, or scfp@freestonecapital.com? We have the answers for you.