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.
Reach out to us. Even if you already have a financial professional you work with, we’d love the opportunity to tell you more about how we can do more than just manage your investments and help you achieve financial clarity. It all starts with an email or phone call.Schedule a Call with Patrick
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.