Understanding Today’s Financial Environment

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 are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 760.770.4300.

Our Mission

The mission of Haskell Wealth Management is to serve our clients so they are able to realize financial freedom and pursue their goals and passions with trust, knowledge and confidence.

How We Can Help You

Services

 

 

Private Client Group

 

Corporate Services

 

Everyone has a risk number. What’s yours?

Meet our team

Blogs

New Opportunities for Life Insurance - Insurance Committee Monthly Blog

Raymond Bell |
Categories
Weekly Market Commentary
The new year can give us perspective and focus on what is important like our loved ones. Protecting our loved ones is front of mind. Life Insurance is an important piece of protecting your loved ones. According to a 2020 LIMRA study only 54% of Americans have life insurance and 27% have group life insurance through their work that is not portable. Focusing on the under insured is important, but it is only part of...

Misplaced Confidence - Investment Strategy Committee Monthly Blog

Jim Worden |
Categories
Weekly Market Commentary
Famed economist and financial engineer Dr. Andrew Lo of MIT once wrote a paper entitled “Warning: Physics Envy May be Hazardous to Your Wealth.” Lo warns that, while we have come up with many “important breakthroughs in economics, physics envy has also created a false sense of mathematical precision in some cases.” Though it’s been more than a decade since that paper, the concept and idea have stuck with me as it relates to economics...