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

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

Keystone Wealth Management serves individual and high-net-worth clients as well as small-business retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, financial consulting, and fiduciary retirement plan consulting. The firm delivers written financial plans and participant education as part of its services and provides ongoing account monitoring and reporting. Investment strategies are tailored to each client and emphasize mutual funds, fundamental analysis, and longer-term holdings, with cash swept into the custodian’s money market vehicle; the firm conducts ongoing monitoring and at least annual reviews while encouraging clients to consult tax professionals. Keystone typically uses Schwab as its custodian and aggregates related household accounts for fee and management purposes, and it may combine model-driven oversight with individualized constraints set by clients. Distinctive features include an unusually high client load for a single advising professional — roughly 200+ client relationships — which the firm manages through aggregation and model-based reviews and by providing some held-away account access for reporting and oversight, a practice that creates additional custody considerations and requires an independent surprise examination. The firm’s owner is also licensed to sell insurance and may receive commissions on insurance products, a disclosed conflict the firm says it mitigates through disclosure and by recommending only products believed appropriate for clients.

To learn more about the advisors currently working at Keystone Wealth Management, 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.