Services

Investment Management

From wealth growth to retirement, we provide personalized guidance to help you manage risk and build long-term financial confidence.

Retirement Planning

From wealth growth to retirement, we provide personalized guidance to help you manage risk and build long-term financial confidence.

Defined Benefit Plans

High income creates high tax exposure. A properly designed retirement plan can help address both.

graph of contribution limits from defined benefit plan vs a 401k plan alone

Estate Planning

From wealth growth to retirement, we provide personalized guidance to help you manage risk and build long-term financial confidence.

Tax Optimization

From wealth growth to retirement, we provide personalized guidance to help you manage risk and build long-term financial confidence.

build a secure financial future

Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.

why choose us

We Are The Best

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Wealth Management

All financial services are providing at Keystone Private Wealth

The content is developed from sources believed to be providing accurate information. The information in this material is for education purposes only, and is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Past performance is not a gurantee or a reliable indicator of future results. Investing in the markets is subject to certain risks inlcuding market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Brandon Rosi is a Investment Advisor representative with Keystone Wealth Services, LLC dba Keystone Prviate Wealth. all investment services are offered through Keystone Wealth Services, LLC. You can learn more about us by reading our ADV on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD

For copies of the ADV Form CRS and Disclosures please visit Keystone Private Wealth

Brandon Rosi and Keystone Private Wealth are unaffiliated

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Contact Details

  • (760) 818-7495

  • 73575 El Paseo, Suite C2300
    Palm Desert, CA 92260

Copyright 2026. Brandon Rosi. All rights reserved.