At CB Wealth Management Group, our view is to help our clients better achieve their idea of financial success. Since every client is unique, we spend the time to truly understand your individual needs. This allows us to develop a personalized strategy that takes into account your goals, your ability to handle risk, and the time required to successfully
Kylie Kinnaman —
The president of this company has emailed me three times in the past two years with sensitive client data. I am not her client
You are intimately familiar with your personal or organization's financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives and more. Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals.
As your partner, we offer customized solutions
Welcome, Haskell Wealth Management is a financial consultant office in Palm Desert, CA. We understand that individuals face unique challenges as they prepare for the years ahead of them as they enter retirement or other life milestones. Taking the mystery out of preparing for today and tomorrow is our goal at Haskell Wealth Management.
Whether you
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Financial planning in Palm Desert, CA