Keystone Private Wealth

**Keystone Private Wealth Summary:** Keystone Private Wealth, founded in February 2019, is a registered investment advisor specializing in providing investment advisory services to high net worth individuals, families, trusts, estates, and businesses. The firm offers comprehensive investment management, planning, and consulting services tailored to each client's needs. Keystone primarily utilizes mutual funds, ETFs, individual stocks, and fixed income securities in constructing portfolios. The firm's investment strategy is long-term focused, with the flexibility to buy, sell, or reallocate positions based on client goals and market conditions. Clients have the option to provide Keystone with investment discretion, allowing the firm to execute securities transactions on their behalf. The firm manages over $692 million in assets under management, with fees typically based on a percentage of assets managed. Keystone encourages client participation in the investment strategy development process and provides financial planning and consulting services as part of the engagement. Keystone is a fiduciary acting in the best interests of its clients and has implemented a Code of Ethics to ensure ethical conduct. The firm discloses its brokerage practices, proxy voting guidelines, and compensation arrangements, maintaining transparency and integrity in its operations. For more information, clients can contact Shad Lamm, Chief Compliance Officer, at (760) 818-7020. [Disclaimer: The information provided is based on the details extracted from the brochure and is subject to change. Clients are advised to refer to the original document for complete and up-to-date information.]