Earning Trust and Building Wealth
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. Our knowledge, experience, and expertise only matter if our clients trust that we put their interests before our own. We build trust through our efforts to learn about each of our clients’ unique life experiences, circumstances and goals. We then build portfolios and financial plans that are designed to help each client meet those goals. Wealth management is an ongoing process, and we strive to tailor a plan that can adapt to both changing market conditions and changes in our client’s lives.
We love our jobs and are blessed with the opportunity to shepherd our clients through one of the most important aspects of their lives; their finances. Our clients allow us to do the work that we love, and we aim for our work to allow them to live the lives that they love.
Freeman Wealth Management 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 is licensed to offer insurance and annuity products to clients in Virginia.