Keystone Global Partners

Forward-Thinking Wealth Management For Tech Founder

A Modern Shift From
Traditional Wealth Management

Your wealth is ever-evolving, and traditional wealth management approaches may not suffice. Our firm matches your innovative spirit, offering forward-thinking solutions tailored to your dynamic financial needs.

Our Firm

We are a wealth management firm providing proactive and ongoing tax minimization, sophisticated investment management, and advanced financial planning strategies to help protect and grow wealth for our pre and post-exit founders, entrepreneurs, and families.

We equip our clients with confidence so they can stay connected to what really matters—their families, their businesses, and their future.

We work in your best interest. As independent fiduciary advisors, we are AUM fee-only, meaning we do not receive referral fees, commissions, or other investment-related compensation. We will only provide you with advice based on your complete financial picture allowing us to truly understand what’s best rather than what may simply be suitable.

We recognize that trust is earned over time as we work together to pursue your goals and address your concerns. As advisors, we are responsible for earning and maintaining your trust through specialized advice and transparent communication.

Everything from the work that we do to the fees that you pay will be crystal clear. You should know exactly what you pay and the value you receive in return. That’s why our fees are simple and straightforward—no complicated commissions, bonuses, or partnerships that could create a bias in our advice.

In working together, we develop a true partnership with you as the visionary and captain, us as the executors and crew. We’ll do the heavy lifting, navigating changing tax laws and different market environments to achieve your vision.

Living in a dynamic world, we are faced with ever-changing environments that require new strategies to conquer them. Intellectual curiosity is ingrained into everything we do, thanks to the fact that we love what we do. Every year we build our knowledge, expand our expertise and broaden our experience to best understand what works and what should be avoided.

At Keystone, Our
Core Values Are…

← Our Clients Come First

← Trust

← Transparency

← Team

← Knowledge

Our Clients Come First

We specialize in wealth management for founders, entrepreneurs, and families and only work in your best interest. As independent fiduciary advisors, we are AUM fee-only, meaning we do not receive referral fees, commissions, or other investment-related compensation. We will only provide you with advice based on your complete financial picture allowing us to truly understand what’s best rather than what may simply be suitable.

Trust

We recognize that trust is earned over time as we work together to pursue your goals and address your concerns. As advisors, we are responsible for earning and maintaining your trust through specialized advice and transparent communication.

Transparency

Everything from the work that we do to the fees that you pay will be crystal clear. You should know exactly what you pay and the value you receive in return. That’s why our fees are simple and straightforward—no complicated commissions, bonuses, or partnerships that could create a bias in our advice.

Team

In working together, we develop a true partnership with you as the visionary and captain, us as the executors and crew. We’ll do the heavy lifting, navigating changing tax laws and different market environments to achieve your vision.

Knowledge

Living in a dynamic world, we are faced with ever-changing environments that require new strategies to conquer them. Intellectual curiosity is ingrained into everything we do, thanks to the fact that we love what we do. Every year we build our knowledge, expand our expertise and broaden our experience to best understand what works and what should be avoided.

Keystone Recognition

Tech Crunch logo
Forbes logo
Private Asset Management
Family Wealth Award
Family Office Review

Our Advisors

headshot of Peyton

Peyton Carr, CPWA®

Partner

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headshot of Calvin

Calvin Lo, CFA, CFP®

Partner

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Jennifer Park

Jennifer Park

Client Operations

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Our Network Extends 
Beyond Our Walls

You seek highly specialized solutions; we collaborate with experts to make it happen.

Our firm embraces the ability to tap into the expertise of other vetted professionals—such as accountants and attorneys—also familiar with the specific needs of pre and post-exit founders.

Assembling and quarterbacking a hand-selected team of experts who are well-versed in your unique concerns provides us the ability to develop tailored, dependable solutions personalized for you.

Have peace of mind in knowing your money stays with established institutions you can trust:

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What types of clients do you specialize in?

Our Wealth Management clients consist of founders, entrepreneurs, and their families.

Will you help me solve any and all financial problems I may encounter?

We function as your personal Chief Financial Officer (CFO), and it's highly probable that we've assisted others in resolving comparable issues, many times over. Examples include business exit strategy, QSBS optimization, tax reduction, estate planning, exit planning for company founders, alternative investments, 401(k) plans, IRS audits, family transitions, disability, real estate, debt management, social security, Medicare, health insurance, family office structure, college funding, gifting, and a wide range of other financial concerns.

What services do you provide?

Our primary areas of focus include proactive and ongoing tax minimization, advanced financial planning, and sophisticated investment management.

How do you help clients implement their financial plans?

We firmly believe that even the best advanced financial plan is of little value until it’s implemented. To help you achieve your goals without feeling stressed or overwhelmed by the noise along the way, we will work together to make the necessary decisions; then, we will take care of the execution.

Are your recommendations truly in my best interest?

As an SEC Registered Investment Advisory firm, we are held to a fiduciary standard, which legally requires us to do what is in our clients’ best interests. This differs drastically from some of our competitors. Our commitment to an honest and ethical culture has allowed us to build deep, trusted relationships with our clients.

What are all the different ways you are compensated?

We are only compensated via one management fee. We believe this allows us to have an unbiased framework to select the best investments for you and to give you advice tailored to your needs, not ours. We believe compensation drives behavior, and the way someone is paid influences the work they do. Many financial firms have complex fee arrangements; we do not.

Why would I choose you as my financial advisor and not DIY?

There’s certainly a possibility that if you put enough focus and energy into it, you could do it all yourself. But like everyone else, your time is limited, and most people prefer to focus on family or business. We’re here to free up your time while leveraging our wealth of experience in addressing concerns, presenting solutions, and working toward your financial goals.

What are the benefits of working with an independent financial advisor compared to a bank or large advisory firm?

Our independent and conflict-free approach allows us to find the best solutions for our clients. This gives you the advantage since larger firms might be compelled to make specific recommendations, sell proprietary products, or may be restricted in the advice and services they offer. We offer guidance customized to your needs and goals which is a personalized level of service, care, and attention larger firms just can’t provide.

Do you use proprietary funds?

At Keystone, we do not use proprietary products. We do not receive commissions or backend fees from any third parties. We do not earn compensation for recommending one fund vs. another. We believe this allows us to have the most unbiased framework to select the best investments for you and to provide advice tailored to your needs, not ours.

Where do you keep my money and how can I see it?

For your convenience and safety, we use Charles Schwab as the custodian for the majority of our client assets. Schwab administers more than $7 trillion dollars and we selected them to care for yours as well based on a variety of criteria including safety of assets, financial strength, and ease of use. As custodian, Schwab holds your funds and provides direct reporting to you. Your funds will be held in accounts under your name and can be viewed anytime online at Schwab.