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Our Services

FTWM serves clients nationwide from our local Palm Desert location. As experienced advisors we deliver objective advice and innovative strategies for our clients. We serve our clients by assisting them with a myriad of details in the development of a comprehensive plan to pursue protecting and managing their wealth.

We create a path designed to move you from where you are today towards where you want to be. By understanding your life’s adventure, it allows us to tailor a balanced financial plan based upon your needs and the needs of those you love. We offer a full-service wealth management approach.

FTWM clients have access to:

  • A broad network of professional partners, spanning multiple financial disciplines, who provide the tailored advice and guidance needed throughout the financial decision-making process.
  • Advanced Planning Team including estate planning specialists and financial planners.
  • Research and insights using multiple independent and seasoned research teams and investment strategy committees.

We believe in managing your wealth in a comprehensive and ongoing process that seeks to protect all aspects of your family wealth while at the same time attempting to keep it simple and focused. Planning is the core of the process that places client needs first and takes into consideration important tax, risk management, asset management, estate and philanthropic goals every step of the way.

Clients Services

  • Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Education Planning
  • Tax Planning Strategies
  • Long-Term Care Planning
  • Insurance Planning
  • Estate & Legacy Planning
  • Philanthropic/Charitable Giving
  • Trust Services*
  • Business Succession Planning
  • S.O.S (Second Opinion Services)

*LPL Financial representatives offer access to trust service through the Private Trust Company N.A., an affiliate of LPL Financial.

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