Many of our advisors have more than 15 years of experience with the Firm and hold a number of professional industry credentials, including the CFP® certification. These credentials reflect our investment management knowledge, commitment to continuing education, and dedication to keeping current with industry best practices.
Wealth management is an ongoing process. It begins with conversations to discuss your goals and aspirations and to help you prioritize your objectives so we can build a customized road map and chart a strategy to get you where you want to go. Our mission is to get to know you as an individual to get a sense of the totality of your financial life, both the immediate and longer-term challenges and opportunities you see ahead.
Indian Wells primarily serves affluent retirees and pre-retirees who seek our retirement income and cash flow planning services. Additionally, they have been successfully focusing their attention toward the LGBT community in the Palm Springs and the Coachella Valley area. Our advisors also help clients articulate their wealth transfer goals. Internal trust and estate planning specialists can assist in crafting tailored succession and legacy planning strategies.
We hope to become a valued resource for you, your family and future generations.