COMPANY OVERVIEW
We have provided financial advice and wealth management services for more than 40 years.
We have 100 years of combined extensive experience assisting our high-net-worth clients with concentrated stock strategies, retirement and estate-planning issues, private money management, and alternative investments.
Our clientele is comprised of affluent families, corporate executives, large non-profit organizations and successful business owners who value our comprehensive planning approach.
OUR APPROACH
Our team concentrates on your financial, investment, and estate-planning needs by helping you develop strategies to manage your personal and/or business finances.
We stress a disciplined, long-term approach to investing and emphasize financial planning to help you determine your financial needs and risk tolerance.
OUR SERVICE COMMITMENT - THE ULTIMATE CLIENT EXPERIENCE
We provide quality service to our clients. Portfolio performance and client satisfaction are our primary objectives. To reach this goal, we will:
-Deliver 12 reviews of your portfolio’s performance during the year.
-Conduct at least 4 formal quarterly reviews.
-2 face-to-face portfolio reviews.
Company Details
- Employees
- 8
- Founded
- 2011
- Address
- 73700 El Paseo, Palm Desert,california 92260,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- blankescheinwealthmanagement.com
- Keywords
- Wealth Management, Financial Advisor, Registered Investment Advisor, Fiduciary, Foundations, Family Office Governance, Corporate Cash Management.
- HQ
- Palm Desert, California
Blanke Schein Wealth Management | A Hightower Company Questions
Blanke Schein Wealth Management | A Hightower Company's website is blankescheinwealthmanagement.com
Blanke Schein Wealth Management | A Hightower Company's LinkedIn profile is https://www.linkedin.com/company/blankescheinwealthmanagement
Blanke Schein Wealth Management | A Hightower Company has
8 employees.
View email and phone details for 8
employees at Blanke Schein Wealth Management | A Hightower Company.
Blanke Schein Wealth Management | A Hightower Company's industry is
Financial Services
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Blanke Schein Wealth Management | A Hightower Company's categories are Financial Services
Blanke Schein Wealth Management | A Hightower Company's founding year is 2011
