Wealth & finance International - Finance Awards 2016

Finance Awards 2016 24 Best Fiduciary Investment Advisory – California Founded in 2011, HighTower Palm Desert’s The Blanke Schein Group is a wealth management team committed to upholding the fiduciary standard, a duty that legally binds us to act solely in our clients’ interests and provide unobstructed, objective advice. Company: HighTower Palm Desert Email: [email protected] Website: www.hightowerpalmdesert.com Address: One El Paseo Plaza, 74245 Hwy 111 Suite 102, Palm Desert, CA. 92260 Telephone: 760-346-5150 At HighTower Palm Desert, we believe wealth management involves more than building wealth. Our clients rely on us to offer investment guidance, as well as help them protect and plan their financial futures. We combine the responsiveness and flexibility of a boutique practice with the depth of services and experience from a broad range of investment management companies. Our multi-disciplinary team includes wealth managers and advisors, as well as client service professionals with decades of experience in the financial industry. We concentrate on developing personalized, comprehensive strategies to support clients’ financial, investment and estate-planning needs. Our clientele is comprised of affluent families, corporate executives, large non-profit organizations and successful business owners. We strive to provide our clients with quality resources and investment solutions to help them attain their goals. We take an in-depth, analytical approach when evaluating investments, creating customized portfolios and providing macro-economic investment management and comprehensive advice based on our clients’ individual needs, goals and dreams. FI160017 HighTower Palm Desert