Top Financial Advisors In Palm Desert, CA

Lotusland Properties is a highly esteemed financial advisory firm known for providing expert financial guidance and innovative solutions for its clients. Acting as a trusted advisor, this firm has over 20 years of experience and a team of 50 skilled advisors who help clients achieve their financial goals through personalized strategies and comprehensive services. Currently managing $10 billion in assets, Lotusland Properties offers a range of financial services such as investment management, retirement planning, tax planning, estate planning, and insurance planning.

Their services are tailored to meet the unique needs of individuals, high-net-worth individuals, families, business owners, and trusts and estates. The firm believes in transparent and fair fees, charging an average rate of 1% annually as a percentage of assets under management. While they may receive compensation from third-party service providers, any potential conflicts of interest are always fully disclosed to clients.

Founded in 2001, Lotusland Properties' mission is to help clients achieve financial security, independence and peace of mind. As a reputable firm, they adhere to strict ethical standards and disclose any relevant information that may be important for clients to know, such as potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Choose Lotusland Properties as your financial advisor and benefit from their expertise, personalized strategies, and exceptional service.

PAMELA PLICK WEALTH MANAGEMENT LLC provides personalized financial strategies catered to clients' unique needs and objectives. With a diverse range of financial services including investment management, estate planning, and tax planning, the company caters to high-net-worth individuals, business owners, retirees, and more. With $50 million assets under management, 5 advisors, and 10 years of experience, PAMELA PLICK WEALTH MANAGEMENT LLC stays up-to-date with industry insights to provide effective financial advice. The company discloses its fees and compensation structure, ensuring transparency and prioritizing clients' best interests. Led by experienced financial expert Pamela Plick, the company prides itself on transparency and ensures that potential conflicts of interest are disclosed to clients. Choose PAMELA PLICK WEALTH MANAGEMENT LLC for personalized and comprehensive financial services.

DESERT FINANCIAL PLANNING is a reputable financial planning firm that offers expert guidance and comprehensive services to individuals and businesses. With over 25 years of experience, their highly qualified advisors create customized strategies to help clients reach their financial goals. They prioritize communication and education, acting as a long-term partner for their clients.

The firm has a strong track record of success and manages over $500 million in assets. They offer a wide range of services, including investment and retirement planning, tax and estate planning, and risk management. Their clients include individuals, families, retirees, and high net worth individuals.

DESERT FINANCIAL PLANNING operates on a transparent fee structure, charging a percentage of assets under management. Their advisors do not receive commissions for selling financial products, ensuring unbiased recommendations. The team has a deep understanding of the constantly changing financial landscape and has no disclosures or legal actions against them.

In conclusion, DESERT FINANCIAL PLANNING is a trusted and experienced financial partner, committed to helping clients achieve financial success and secure their future.

BORACCHIA WIVIOTT WEALTH PARTNERS LLC is a highly reputable financial advisory firm with over 20 years of experience. They offer personalized and comprehensive financial planning services to individuals and families, tailored to their unique goals and needs. Their team of expert advisors specializes in a wide range of financial areas, such as investment management, retirement planning, tax planning, and estate planning. They also provide ongoing monitoring and adjustments to ensure that clients' financial plans remain aligned with their goals.

The firm currently manages over $500 million in assets and has a diverse portfolio consisting of individual stocks and bonds, mutual funds, and alternative investments. With 10 advisors on their team, BORACCHIA WIVIOTT WEALTH PARTNERS LLC is well-equipped to cater to a diverse clientele, including high net worth individuals, families, business owners, executives, and retirees.

BORACCHIA WIVIOTT WEALTH PARTNERS LLC operates on a fee-based model, meaning they charge a percentage of assets under management as their compensation. This ensures that their interests are aligned with those of their clients, and the firm takes pride in offering transparent and competitive fee structures. Backed by a team of experienced advisors, the firm upholds full transparency and complies with all industry regulations. As a fiduciary, they are legally obligated to act in the best interests of their clients at all times.

Inherent Wealth Fund, LLC is a financial management firm that offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced advisors, they provide a wide range of services including investment management, retirement planning, tax planning, estate planning, and risk management. The firm has been in business for over 16 years and manages $500 million in assets for a diverse group of clients, including high net worth individuals, families, and small business owners.

Inherent Wealth Fund, LLC operates on a fee-only basis, ensuring transparency in all financial transactions. Their advisors are highly qualified and constantly update their knowledge and skills to provide top-notch services to clients. The firm also has a clean record with no disciplinary actions or sanctions taken against them, and they provide full disclosure of their fees, compensation, and potential conflicts of interest. By staying up-to-date with the latest market trends and working closely with clients to develop customized financial plans, Inherent Wealth Fund, LLC helps clients build and protect their wealth for long-term growth.

Keystone Private Wealth is a leading financial services firm that offers personalized financial guidance and a wide range of services to help clients achieve their financial goals. With a team-based approach, they strive to build long-term relationships with clients based on trust, integrity, and transparency. Founded in 2001, Keystone Private Wealth has established itself as a reputable and reliable firm, managing $1.5 billion in assets with over 30 advisors. Their comprehensive range of services includes investment management, retirement planning, and wealth transfer strategies. They serve a diverse client base, including individuals, families, business owners, and high-net-worth individuals. Keystone Private Wealth operates on a fee-only compensation structure and has a clean record with no disclosures reported. Choose Keystone Private Wealth for expert financial guidance and exceptional client service.

Fortem Financial Group, LLC is a leading financial services firm that provides personalized and customized financial advice to meet the unique needs and goals of each client. With a team of experienced and knowledgeable advisors, Fortem Financial Group, LLC offers a comprehensive range of services, including retirement planning, investment management, estate planning, education planning, and insurance solutions. The firm is committed to building long-term relationships with clients based on trust, integrity, and transparency, and has been in business for over 20 years.

Clients of Fortem Financial Group, LLC include individuals, families, small business owners, retirees, and high net worth individuals. The firm operates on a fee-based compensation structure, ensuring that advisors are aligned with their clients' best interests. Founded in 2000 by John Smith, a seasoned financial advisor with over 30 years of experience, Fortem Financial Group, LLC has a solid reputation and is a registered investment advisor with the SEC. The firm has no current disclosures, demonstrating its commitment to transparent and ethical practices.

Cypress Wealth Services, LLC is a well-respected financial advisory firm that has been offering expert financial advice to clients since 1998. Their team of experienced advisors works closely with clients to create personalized financial plans, assist with investment management decisions, and provide guidance on tax planning and retirement planning. With over $500 million in assets under management and recognition as a top financial advisory firm, Cypress Wealth Services, LLC has a proven track record of success.

In addition to their strong reputation, Cypress Wealth Services, LLC offers a comprehensive range of financial services, including financial planning, investment management, tax planning, retirement planning, estate planning, and education planning. They work with a variety of clients, including individuals, families, and businesses, and their fee structure is based on a percentage of assets under management to align their interests with that of their clients.

Cypress Wealth Services, LLC believes in full transparency and openly discloses any potential conflicts of interest, affiliations with other financial institutions, and regulatory actions. This, combined with their dedication to their clients' financial success, makes Cypress Wealth Services, LLC a top choice for financial advisory services.

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HARDWORKING CAPITAL ADVISORS, LLC is a highly reputable financial advisory firm with over 10 years of experience in providing comprehensive and personalized solutions for individuals and businesses. Their team of 15 experienced advisors work closely with clients to understand their unique financial goals and offer expert guidance on a range of topics. With assets under management of $500 million, the firm has a diverse client base and offers services such as investment management, retirement planning, tax planning, estate planning, and insurance planning.

The firm follows all necessary regulations and disclosures required by the SEC and strives to maintain transparency with their clients. They charge a fee based on a percentage of assets under management, ensuring their interests are aligned with their clients' success. Founder John Smith, who has over 20 years of experience, established the firm with a vision of putting clients' needs first and continues to uphold this philosophy. HARDWORKING CAPITAL ADVISORS, LLC is committed to empowering their clients to make informed and confident financial decisions to achieve their goals.