Keystone Private Wealth

Brandon Rosi is a financial advisor at Keystone Private Wealth in Palm Desert, CA, holding Series 65 and Series 66 licenses. He joined Keystone in 2025 and has prior experience at Desert Oasis. Outside of his advisory role, he is the owner and operator of Rosi Physiotherapy, a physical therapy and medical consultation business. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth individuals, families, trusts, estates, and businesses. The firm uses a fundamental, long-term investment approach with flexibility for rebalancing and employs an internal due-diligence process to build customized portfolios.

Shattuck Lamm is a financial advisor with Keystone Private Wealth, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cypress Wealth Services. Outside of advising, he owns an exotic car rental business and is involved with a software company that supports homeowners associations in California. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach while maintaining flexibility to adjust portfolios based on client needs and market conditions.

Robert Valenzuela is a financial advisor at Keystone Private Wealth with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Householder Group Estate & Retirement Specialists, LPL Financial, and Edward Jones. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth individuals, families, trusts, estates, businesses, and employer-sponsored retirement plans. The firm’s investment approach emphasizes fundamental analysis and long-term orientation while allowing flexibility for rebalancing and shorter-term trades as needed.

Christopher Rick is a CFP® with 15 years of experience in financial advisory roles. He is currently Executive Vice President and Senior Financial Advisor at Keystone Private Wealth and has held positions at firms including Purshe Kaplan Sterling Investments, Cypress Wealth Services, Fidelity, and Strategic Advisors LLC. Outside of his advisory work, he is involved with HOA Invest, a software platform that facilitates investment recommendations for homeowners associations under California law. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth individuals, families, trusts, estates, businesses, and employer-sponsored retirement plans. The firm emphasizes a fundamental, long-term investment approach with flexibility for rebalancing or shorter-term trades based on client objectives and market conditions.

Mark Thatcher is a financial advisor at Keystone Private Wealth with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cypress Wealth Services. Outside of his advisory role, he is involved as a partner in a back-office support company and serves as an advisor for HOA Invest, a software platform for homeowner association investment recommendations. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth individuals, families, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a fundamental, long-term investment approach while maintaining flexibility to adjust portfolios based on client needs and market conditions.

Timothy Luttmers is a financial advisor at Keystone Private Wealth with one year of industry experience. He holds the Series 66 designation and has prior work history with LPL Financial LLC and MUFG Union Bank. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth individuals, families, trusts, estates, businesses, and employer-sponsored retirement plans. The firm uses a fundamental, long-term investment approach with flexibility for rebalancing and incorporates a range of asset types including mutual funds, ETFs, equities, fixed income, alternative investments, and digital assets.

Lisa Beaty is a financial advisor at Keystone Private Wealth with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Cypress Wealth Services, and Integrated Wealth Management. Outside of her advisory role, she is involved in financial planning and consulting through several entities, including Capital CS Group and C2 Independence, LLC, and also participates in insurance-related activities. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a fundamental, long-term investment approach with flexibility for rebalancing, building customized portfolios using a range of asset classes including mutual funds, ETFs, equities, fixed income, and select alternative investments.

John Polovick is a financial advisor at Keystone Private Wealth with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Strategic Wealth Advisors Group, LPL Financial, and Fidelity. Outside of his advisory role, he serves as an advisor for HOA Invest, a software platform providing investment recommendations for homeowners associations under recent California laws. Keystone Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting primarily for high-net-worth individuals, families, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a fundamental and long-term investment approach, with flexibility for rebalancing and shorter-term trades as needed, and builds customized portfolios using a range of asset classes including mutual funds, ETFs, equities, fixed income, alternatives, and digital assets.

Michael Mortenson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Keystone Private Wealth. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cypress Wealth Services, and World Equity Group. In addition to his advisory work, he is involved with HOA Invest, a software platform that supports investment recommendations for homeowners associations under California law. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting primarily for high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a fundamentally driven, long-term investment approach while maintaining flexibility to adjust portfolios based on client needs and market conditions.

Kurt Mortenson is a financial advisor with Keystone Private Wealth, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Cypress Wealth Services, Purshe Kaplan Sterling Investments, Praxis Wealth Management, and the City of La Quinta, CA. Outside of advising, he is a managing partner at TJR Holdings, LLC, a rental real estate business. Keystone Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting for high-net-worth individuals, families, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a fundamental, long-term investment approach with flexibility for rebalancing, building customized portfolios that may include mutual funds, ETFs, equities, fixed income, alternative investments, and digital assets.