We believe it is essential to remove all conflicts of interests. For decades, the financial industry has been plagued by various conflicts that arise through associations with third-party commissions, broker-dealers and proprietary products. Our team of financial advisors provides objective advice and/or information and works directly for each of our clients, rather than a broker-dealer employer. At Keystone Wealth Partners, our commitment is to team with consumers and offer unbiased services rooted in goal-accomplishment and specific planning objectives. This dynamic is foundationally contrary to working with a financial advisor or insurance agent who is bound by broker-dealer quotas, offerings and compensation biases.
We operate on the principle that investment management is only one element in a comprehensive financial plan. With investing, what is kept matters more than what is made. For this reason, we not only integrate all of your estate and financial planning strategies, but also remain committed to working hand-in-hand with your CPA to ensure your tax implementation aligns with your overall wealth management plan. We believe this level of financial integration is vital to ensure an efficient overall portfolio.
We believe information and constant inquiry are vitally important to finding a financial solution. This applies to us as an organization, as we are continually seeking new and innovative solutions to help you grow and protect your hard-earned assets. This applies to you as well. We believe that, through informing and exposing you to the science and academics of both investment and insurance products, you can find a financial solution that helps you meet your goals and objectives.
Integrity is the foundation of our core beliefs. What this means to us is that if we say it, we believe it, and our actions support and demonstrate those beliefs. We strive to align our statements, actions and decisions in all walks of life and in everything we do.
In 1990, Modern Portfolio Theory earned the Nobel Prize in Economics for the collaborative work of Harry Markowitz, Merton Miller and Myron Scholes. Its principles include:
» The risk of an individual asset is far less important than the contribution the asset makes to the portfolio’s risk as a whole.
» For the same amount of risk, diversification can increase returns.
» The mechanism to reduce risk is dissimilar price movements; therefore, the task is to find assets with low correlations.
» The Efficient Frontier allows individuals to maximize expected returns for any level of volatility.
*Keystone Wealth Partners, LLC does not provide tax or legal advice. Be sure to consult with Keystone Law Firm, LLC and your CPA before taking any action that may have tax or legal implications.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org 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.
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.
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