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

The Hidden Power of Health Savings Accounts: A Triple Tax Advantage

Erika Ferris |
Categories
ARC Blog
What if there was a way to set aside money, watch it grow tax-free, and spend it tax-free - all while saving on your healthcare costs? That’s exactly what a Health Savings Account (HSA) offers. Yet, many American workers aren’t fully leveraging this powerful financial tool. Since 2003, Americans covered under a High Deductible Healthcare Plan (HDHP) have been able to establish an HSA. The account can be used for qualified health expenses now or...

Trend Reversals: Why I like them

Jim Worden |
Categories
ISC Blog
Years ago, while visiting investment managers in Manhattan, I had an interesting experience. I went from a reputable value manager from one side of the street to a reputable growth manager on the other side of the street. Both had compelling arguments as well as compelling statistics. They both thought their style was the only true style for investors. The growth manager asked where I was headed the next day. I told him I was...