Keystone Private Wealth

Keystone Private Wealth is a registered investment advisor founded in 2019 and based in Palm Desert, California. The firm primarily serves high net worth individuals, families, trusts, estates, and businesses by offering comprehensive investment management, financial planning, and consulting services. Keystone customizes portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, and occasionally alternative investments, aligning them with clients' long-term goals and risk tolerances. Financial planning services cover retirement, estate planning, personal savings, education, and investment planning, and are typically bundled with investment management or offered as standalone engagements. Additionally, Keystone provides retirement plan consulting for employer-sponsored retirement plans. The firm operates with a focus on long-term wealth strategies and maintains discretionary authority over most client accounts.