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

2025 Mid-Year Review

Jim Worden |
Categories
ISC Blog
What a whirlwind were the first two quarters of the year! If we simply looked at year-to-date returns, it would seem like a pretty normal year. Up 6% for the S&P 500. Up 4% for core US bonds¹. Sectors that we have liked for a while, including industrials², financials³, and, technology⁴, were respectively up 13%, 10%, and 7% for the year. But we would be kidding ourselves if we acted like this was a normal...

Estate Planning Basics: What Everyone Should Know by Caitlin Allard

Caitlin Allard |
Categories
ARC Blog
When people hear the term estate planning, many assume it’s something only the wealthy need to worry about. In reality, estate planning is an essential part of financial planning for nearly everyone—regardless of age, income, or assets. At its core, estate planning is about making sure your wishes are honored and your loved ones are protected if something happens to you. Here’s what you need to know to get started. What Is Estate Planning? Estate...