KEYSTONE WEALTH MANAGEMENT

Overview

Keystone Wealth Management is an independent registered investment adviser that serves individuals, families and select institutional clients. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage-of-assets approach with fixed fees, and it does not position itself as an active ESG investor. Investment activity centers on pooled public funds and mutual funds, supplemented by income and fixed-income solutions and real-estate exposure through REITs. The adviser is owned by an individual and operates under a compact, client-focused structure rather than as a large capital allocator. Keystone’s practice emphasizes tailored planning and portfolio implementation rather than broad product manufacturing, using third-party managers and insurance wrappers where appropriate to meet client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices