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

Perry J. Dufresne - NSSA®

Adviser


Perry’s approach to working with clients is very personal. Getting to know a family and listening to their unique stories allows him to build a stronger relationship and deeper understanding of their situation. Combining this empathy and desire to help others with his passion for financial planning, Perry is able to help families reach their financial goals as a Client Adviser at Keystone Wealth Partners

He works closely with other members of the Keystone Team to formulate and implement advice and individualized recommendations that best suit a client’s needs. With over a decade in the financial services industry, he utilizes his extensive knowledge to help clients plan for their future.

Perry holds a designation from the National Social Security Association (NSSA®) and is currently enrolled in the CERTIFIED FINANCIAL PLANNER (CFP®) coursework.

Growing up just south of Portland, Maine, Perry is a bigtime Boston sports fan, hockey being his favorite. You will often find a cup of coffee in his hand, as a self-described “coffee snob”. Although it’s gotten harder to get out on the course with a young family, golf will always be a passion of his. Perry and his wife Rachael enjoy hosting dinner parties, serving with their church community, and exploring new cities. They currently reside in Scottsdale, with their daughter Charley and are expecting their 2nd child in March.

» 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