Andrew W. Erisman
Wealth Advisor for high net worth individuals and families
- Role
- Partner - Client Advisor at Freestone Capital Management
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Andrew W. Erisman
Andrew joined Freestone’s Client Advisor team in May of 2009 and works directly with the…
Experience
Partner - Client Advisor
May 2009 — Present · Seattle, WA, US
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.
Skills
- Asset Management
- Investments
- Wealth Management
- Alternative Investments
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