A complete list of active advisors currently associated with Keystone Private Wealth

Warmer can help you find a great advisor at Keystone Private Wealth or one who fits your needs even better.

Keystone Private Wealth is a SEC-registered advisory firm managing roughly $861 million with a team of a dozen advisors and serves high-net-worth individuals, families, trusts, estates, businesses and retirement plan sponsors. The firm offers comprehensive investment management, financial planning and retirement-plan consulting, and also provides standalone planning or consulting engagements when requested. Portfolios are customized using mutual funds, ETFs, individual equities and fixed income, and the firm may include alternative investments where appropriate; its stated approach is generally long‑term but it may trade more frequently to meet client objectives or market conditions. Keystone evaluates investments through internal due diligence, may retain legacy securities for tax or fit reasons, and — unusually for a team firm — may use derivatives and borrowing within separately managed accounts to implement hedging or financing strategies. Keystone’s business relationships are another distinguishing feature: it maintains affiliations that provide back‑office and operational support and operates an HOA-facing platform (HOAinvest.com) that streamlines recommendations and referrals to the adviser, and the firm discloses use of endorsements or testimonials in its advertising. The firm’s advisory personnel are also sometimes registered representatives and insurance agents and the adviser participates on Schwab’s institutional platform, arrangements the brochure discloses and describes as potential conflicts of interest that the firm manages.

To learn more about the advisors currently working at Keystone Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Keystone Private Wealth's office locations.

Name	Location	Years of experience
Lisa Beaty	Palm Desert, CA	20
Salvatore Bommarito	Palm Desert, CA	0
Kelli Cox	Palm Desert, CA	2
Shattuck Lamm	Panama City Beach, FL	25
Timothy Luttmers	Palm Desert, CA	2
Kurt Mortenson	Menahga, MN	39
Michael Mortenson	Palm Desert, CA	14
John Polovick	Palm Desert, CA	16
Christopher Rick	Palm Desert, CA	16
Brandon Rosi	Palm Desert, CA	1
Mark Thatcher	Palm Desert, CA	24
Robert Valenzuela	Palm Desert, CA	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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