The Freeman Wealth Management team’s mission is to help affluent families and business owners reach their own vision of success and significance by building and protecting wealth in a tax efficient* manner while providing exceptional service. The experience and background of the Freeman Wealth Management team has enabled them to guide clients through nearly every market environment.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Steven Freeman is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arizona, California, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia and Wyoming. Steven is licensed to offer insurance and annuity products to clients in Florida, Illinois, Louisiana, North Carolina, South Carolina and Virginia.
Barclay Freeman is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Virginia. He is licensed to offer insurance and annuity products to clients in Virginia.