Not having a clear, purposeful and disciplined financial strategy is one of the most critical mistakes investors can make. That’s why Keystone Wealth Partners believes in offering informative investor workshops and ongoing coaching to our clients and their guests.

Give us a call to see how Keystone Wealth Partners may help you achieve a more purposeful and disciplined investment experience.

Life Coaching

We provide our clients with a life coaching series designed to help you focus more on the personal aspects of your life and family.

Upcoming Sessions:
Thursday, Sep. 16th, 2021 - Register Now
Thursday, Oct. 21st, 2021 - Register Now


Foundations is a 3-part series for all of Keystone’s newest investors. (You can attend the sessions in any particular order.)

Upcoming Sessions:
‘True Purpose’ with Dan Pallensen - Thursday, September 23rd, 2021 - Register Now
‘Setting Expectations’ with John Hagensen - Thursday, October 28th, 2021 - Register Now

Keystone University

Throughout the year, Keystone offers a series of 3-week university-like courses on investing and financial awareness. Due to the interactive nature of Keystone University, classes will be limited to 10 households.

If you’re interested in learning more or signing up, please call 480.782.1034 and speak with Dr. Dan Pallesen.

Taxes in Retirement

We continually host tax webinars for learners across the nation. To sign up for the next date, please call our home office at 480.782.1034 or email


Rather Meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

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