Fortem Financial is an independent, fiduciary wealth management firm with a dedicated team of investment experts that put your interests first.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Palm Desert, CA live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents... Read More about Bankers Life

Mercer Advisors is proud to help families in the Coachella Valley with all their wealth management needs. With a team of local CFA® and CFP® professionals, we provide tailored, personalized guidance to a wide range of families and businesses, including ultra high-net-worth clients. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics... Read More about Mercer Advisors - Indian Wells

We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, Business Advisory Services. As a Virtual Family office we use an intuitive diagnostic tool and proactive planning process that will identify opportunities and help prioritize your needs. We have... Read More about Sterling First Financial

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.