Our Team

We believe in building lifelong relationships.  We do this by taking what can be a very challenging topic - your financial life - and providing resources, clarity, and recommendations so you can make informed decisions.  At the end of the day, we specialize in independent objective financial advice.

The Keystone Wealth Partners Team

Chad M. Fletcher – ChFC®, LUTCF

Client Adviser & Chief Compliance Officer

Chad applies his passion for learning and problem solving in his role as Client Adviser at Keystone Wealth Partners. For Chad, an important aspect of solving problems for clients is having the right tools and applying them in a way that provides positive outcomes for them and their families. He enjoys working closely with clients; listening to their questions, anticipating their needs and helping to make the management of their financial lives easier.

Chad is a Chartered Financial Consultant (ChFC®), Life Underwriter Training Council Fellow (LUTCF®) and is currently enrolled in the Retirement Income Certified Professional (RICP®) coursework. Chad also has a designation from the National Social Security Association (NSSA®).

Chad is a native of Idaho and is proud of his “small town” roots. He met his wife Summer shortly after graduating from the University of Idaho in 1998, and as newlyweds, moved to Arizona in summer of 1999. Chad and Summer settled in southeast Gilbert, where they currently live and raise their two children. The Fletcher family enjoys an active lifestyle, both indoors and outdoors, and they love volunteering in the child ministries at Redemption Gateway Church.

Over the past few years Chad has become quite the racquetball enthusiast. You’ll find him playing most Saturday mornings.

An interesting fact about Chad… in 1989-1990, Chad experienced an extraordinary time in history as a Rotary International Exchange Student to Germany (At that time West Germany). During his exchange, he witnessed and experienced the fall of the Berlin Wall and communism in the Eastern European countries, including East Germany.

» Meet the Keystone team

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@keystonewealthpartners.com or call us at 480-782-1034 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Is Your Financial Professional a Good Fit for You?

Your financial future is too important to leave to chance. That’s why it’s a good idea to assess just how experienced your current financial professional is — and whether that person is working in your best interest.

To learn about seven things you should consider when choosing a financial advisor, fill in the fields below to download our “It’s All About the Right Fit: 7 Questions to Ask Your Financial Professional,” a one-sheet guide that can help you decide if your financial professional is right for you.

By submitting your information, you may be contacted regarding the use of investments and insurance products in your financial strategy.

Schedule your personalized 1-page Retirement Map Review today!

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Keystone Wealth Partners, LLC acquired the Arizona branch of Warren & Hagensen Wealth Management, Inc. in 2014.

Keystone Wealth Partners is a Registered Investment Advisory Firm. Keystone Wealth Partners and Keystone Law Firm are separate entities and must be engaged independently