At Freeman Wealth Management, we work with a very specific set of clients.
Independent women, medical and real estate professionals, investment bankers, and high-net-worth individuals who require unique, carefully honed wealth management skills.
It’s what we do, day in, day out. We’ve been doing it for years. And we’re very good at it.
We know how to analyze, organize, grow, and protect your wealth. We know how to create a comprehensive, customized financial roadmap for you and, most importantly, how to hold you accountable. We know how to build a synergistic team of all your financial and legal professionals. We know how to give you financial clarity and confidence. And we know how to help you achieve your goals.
We also know how to earn your trust, build a meaningful relationship with you, and become your lifelong financial partner. Because at Freeman Wealth Management, we specialize in you.
Many firms create plans, but few are truly comprehensive. Even fewer keep the plan relevant through proactive planning. The benefit to you is a process that reflects what's most important to you and gives you the confidence that you're always on track.
While most financial firms are constantly looking to bring in more and more clients, we only take on clients where it's clear to everyone that the fit is right. This frees us up to truly get to know our clients, provide proactive planning, and deliver impeccable service.
Our business model is simple — as a fiduciary, we offer our financial planning services for our management fee. We don't sell products for a commission, and we don't bury any fees in the fine print. Our promise to you is that we will always be open, honest, and transparent about how we do business.
Taxes are a major factor in your financial life. By taking a proactive approach to your tax strategy, we can help you set yourself up to better maximize your tax savings through many different strategies. Your CPA is an integral part of that process, so that is why we work with them to create an effective strategy, no matter how complex your situation.
Our job as your wealth advisor is to help you create a plan that encapsulates your whole financial picture. It's like one giant puzzle, with each piece interacting with the others. We help you put all of those pieces together by working with your team of trusted advisors to keep you on track.
Let's be honest. Creating a plan that actually works is not a walk in the park. It takes dedication, honesty, and guidance to achieve your goals. Our job is to be there, by your side, every step of the way. Coaching, listening, proactively planning. Helping you create the future that you want.
A complimentary meeting that delivers great value. You’ll see what it’s like to work with us without obligation to continue.
We’ll develop a plan with action steps to ensure you meet your goals before and during retirement.
Unlike most advisors, we provide the type of ongoing and proactive planning you require to keep you on track at all times.
