Meet Haskell Wealth Management, your trusted guide to financial wellness. We are a team of experienced professionals dedicated to empowering individuals and families in Palm Desert, CA, to achieve financial success and pursue their dreams.
Our Mission
Our mission is to serve our clients so they are able to realize financial freedom and pursue their goals and passions with trust, knowledge, and confidence. We understand that navigating the ever-changing financial landscape can be overwhelming. That's why we take the time to understand your individual needs, goals, and aspirations to create a personalized plan that works for you.
What We Do
Haskell Wealth Management offers a comprehensive range of services to suit your unique needs, including:
Private Client Group
- Personalized financial planning and wealth management
- Investment management and portfolio consultation
- Risk management and insurance review
- Estate planning and legacy strategies
Financial Planning & Investment Management
- Comprehensive financial plans tailored to your individual goals
- Customized investment portfolios based on your risk tolerance and financial objectives
- Regular reviews and performance analysis to ensure your plan is working effectively
Additional Services
- Insurance planning and review
- Retirement planning and corporate services
- Digital investing through guided wealth portfolios
- Sustainable investing options for conscious clients
Client-Centric Approach
We prioritize open communication, transparency, and collaboration in our client relationships. We believe in building strong, lasting relationships based on trust and personalized attention.
Our Team
Our experienced team of financial professionals is led by Jeffrey Haskell, a registered principal and financial advisor. We are committed to providing personalized attention, clear communication, and proactive guidance to our valued clients.
Our Core Values
- Integrity: We adhere to the highest ethical standards and act with transparency in all our financial planning and investment practices.
- Client Focus: We prioritize your needs and goals, and actively listen to your preferences and concerns.
- Collaboration: We work closely with you and other professionals to provide a holistic approach to your financial well-being.
- Growth: We actively seek out opportunities to learn and grow, ensuring you receive the most current and innovative financial guidance.
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