Freestone Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services.
Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. At Freestone Wealth Strategies, our goal is to bring all of the moving parts of your financial future into clearer focus. We can offer you a personalized financial strategy, not a generic investment program. Through a carefully explained, methodical process, we'll help you develop the plan to help reac
h both your short-term needs and long-term goals. Our approach to investing is simple, grounded in common sense. We focus on becoming a partner in your financial plan so that you'll be comfortable with all aspects of your investment program. Your financial portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market, and in your circumstances so that it can work with you and for you at every stage of your life. We want the same outcome you do - to maximize your wealth accumulation using quality investment products while managing all types of risk. Additionally, we work to mitigate the impact of taxes upon your assets by collaborating with your CPA and attorney if you wish. Our team has over 45 years of experience in banking, insurance, retirement & income planning, and social security maximization. Our clients come from all walks of life; families, individuals and business owners. We deliver skilled guidance, trusted advice, reliable ongoing communication and personal, efficient service to make you feel more comfortable about your financial future.
* Securites offered through Raymond James Financial Services, Inc./ Member FINRA/SIPC
