Blanke Schein Wealth Management | A Hightower Company
Financial Services - Palm Desert, California, United States
Blanke Schein Wealth Management | A Hightower Company Employees
Blanke Schein Wealth Management | A Hightower Company Senior Management
Blanke Schein Wealth Management | A Hightower Company Details
COMPANY OVERVIEWWe 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 APPROACHOur 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 EXPERIENCEWe 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.
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