Palm Desert Office

73575 El Paseo,

Suite 2300
Palm Desert, CA 92260

Services

How We Work

We work as fiduciaries to provide solutions to complex stock option transactions, financial planning, and asset management to wealthy families and individuals. We help our clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.

Financial Planning

Financial Planning

Your finances don’t exist in a bubble. Every decision you make and every milestone you reach impacts your financial situation.

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Corporate Executive Planning

Corporate Executive Planning

As a successful corporate executive, you face complex financial challenges. Your personal wealth is directly tied to the success of your company.

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Estate Planning

Estate Planning

For those that have accumulated wealth over a lifetime, gifting is an advantageous estate planning strategy.

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Investing

Investing

There’s plenty of financial jargon that you don’t need to know in order to succeed financially. But one term that is essential to your money and how it is handled is the word fiduciary.

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Wealth Management

Wealth Management

People often assume that only those who have mismanaged their money are stressed about finances.

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Risk Management

Risk Management

Risk is everywhere, every day. But when it comes to your money, taking on too much risk can mean not reaching your goals.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@keystonepw.com(760) 818-7020