Freestone Capital Management

Our holistic approach combines your goals with smart strategies, empowering you to live a life that matters.

Learn more about our services: https://www.freestonecapital.com/

Welcome Jonathan Wittlin, CFP®! Jonathan joins our team of 26 client advisors and brings over 20 years of experience assisting individuals and families with their complex financial and investment plans. He partners with his clients on every aspect of their financial lives, giving them the peace of mind to focus on .

Check out all the details here: https://www.wealthmanagement.com/ria-news/rockefeller-freestone-capital-attract-talent-palm-beach-san-francisco

Join us today for the second session of our two-part webinar series for young adults: Growing Your Financial Future.

In this webinar, we will discuss investment literacy, including investment type, asset allocation and diversification.

Secure your spot: https://freestonecapital.zoom.us/webinar/register/WN_YyCsf9-fQHqS_c6qEQoOGA

Join us today for the first session of our two-part webinar series: “Understanding Your Financial Foundation”

We'll be covering critical topics such as different types of savings accounts, how to improve, or start building your credit score, and how to define a budget (that you’ll stick to)!

Click to register: https://freestonecapital.zoom.us/webinar/register/WN_w8HnrEEzTZO7VT9FyIvHhw