Keystone Global Partners

Forward-Thinking Wealth Management For Tech Founder

Wealth Brings Complexity.
We Solve for Complexity.

You're facing new and unfamiliar concerns, but we are not.

We help you navigate new territory and understand the sea of complex choices available in the areas of tax, investing, financial planning, career choices, and liquidity, among others.

The strategies needed for the next phase in your personal wealth management are different from the strategies you used to get here. We are the advisory board that will help you get to the next level.

How complexity is managed.

Wealth Planning

Everyone’s situation is unique. We will help you develop, clarify, and plan for your financial goals and priorities and ensure your wealth is effectively leveraged to achieve them. Do more, give more, enjoy more, impact more, worry less.

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Investment Management

Our role is to structure your portfolio to meet your financial goals. Our investment philosophy is rooted in decades of academic research, not speculation and emotions. As your partner, we’ll help you navigate ever-changing markets and keep focused on what really matters.

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You’ve Always Been in Charge of Your Business

Now Take Charge of Your Finances

Our Services

  • Pre-Exit Advisory
  • Investment Management
  • Pre-Business Sale Planning
  • QSBS
  • Cash-Flow Modeling and Budgeting
  • Trust and Estate
  • Tax Accounting and Advisory
  • Financing and Liquidity
  • Real Estate Purchase / Sale
  • Philanthropy
  • Education Planning
  • Family Continuity / Education
  • Financial Information Management
  • Insurance Advisory
  • Healthcare Consulting
Between you and the big mistake

What stands between you and one costly mistake?

Beyond being your financial partner, we’re here to serve as a sounding board for you. We’re prepared to help, and we’ve empowered clients in similar situations time and time again. Leverage our experience to your advantage.

Interested in learning more?

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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.