A Modern Shift From Traditional Wealth Management
We are committed to empowering our founders, entrepreneurs, and ultra-high-net-worth families by providing them with an expert and highly-focused wealth management platform and high-impact advice.
Since our inception in 2010, Keystone has focused on helping our clients grow and safeguard their wealth, allowing them to concentrate on what matters most to them.
KEYSTONE RECOGNITION
Clients We Serve
Our clients are high-achieving founders, entrepreneurs, and ultra-high-net-worth families seeking to optimize their financial strategies. As certified private wealth advisors, we understand the unique challenges and opportunities that come with significant wealth, and we work diligently to provide solutions at every stage of our clients’ life cycles that align with personal, family, and business goals.
Services We Offer as Private Wealth Advisors
Core Values
At the heart of Keystone Global Partners are our core values: clients come first, trust, transparency, team, and knowledge. These values drive us to form lasting relationships with our clients built on trust and transparency. As certified private financial planners and advisors, we are dedicated to delivering exceptional service and results.
KEYSTONE RECOGNITION
Our Team
Our team consists of seasoned private wealth management advisors, certified private wealth advisors (CPWA), certified financial planner (CFP) professionals, and certified financial analysts (CFA). Every member of our team possesses extensive experience in the ultra-high net worth wealth management space.
Each member brings unique skills and insights to ensure we deliver comprehensive, effective strategies and client service. As certified private wealth advisors and financial planners, we are passionate about guiding our clients through every stage of their money journey and helping them accomplish what is most important to them.
Our Story
Keystone Global Partners was born in 2010 out of a shared vision by entrepreneurs Peyton Carr and Calvin Lo. They spent most of their careers in the wealth management and equity research space at the same leading financial institution and worked with some of the nation’s wealthiest families and largest companies.
Peyton and Calvin’s goal was to elevate the framework of conventional private wealth advisors by adopting a fiduciary model. This meant establishing a platform free from bureaucratic constraints that enables the delivery of superior independent advice.
Additionally, Keystone aimed to offer a much more robust array of specialized services to its ultra-high-net-worth clientele, such as tax minimization, family office services, and conflict-free private investments.
Fifteen years later, Keystone has expanded its service offerings and niche specialization by working with ultra-high-net-worth founders, entrepreneurs, and families. Keystone’s emphasis on private investments, tax minimization, and advanced financial planning has positioned it as a top wealth management firm for founders, entrepreneurs, and ultra-high-net-worth families.
In 2023, Keystone was awarded the PAM award for Best Multi-Family Office Under $5 billion.