Trusted by 2,500+ families
Your Financial Future, Thoughtfully Planned
We help individuals and families build lasting wealth through personalized strategies, transparent advice, and a commitment to your long-term success.
Our Services
Comprehensive Financial Planning
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Investment Management
From wealth growth to retirement, we provide personalized financial guidance.
Retirement Planning
Comprehensive retirement strategies to ensure financial security and peace of mind.
Estate Planning
Protect your legacy and ensure your wealth transfers according to your wishes.
Tax Optimization
Strategic tax planning to maximize your wealth and minimize your tax burden.
About Brandon
A Different perspective on Wealth Management
For over 25 years, Meridian Financial has helped families and individuals navigate the complexities of wealth management. We believe in putting your interests first, always.
As fiduciaries, we're legally bound to act in your best interest. This isn't just a business model—it's our promise to you and your family's financial future.
25+
Years Experience
$1.4B+
Firm's Assets Under Management
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
How do I inquire about working with you?
In order to work with me, Brandon, you can set up a free consultation to discuss your needs to determine if we are a good fit for each other. You can call/text 760-818-7495 | shoot me an email to [email protected] | or drop us a message in the contact us tab. From there our team will arrange a time for us to consult either in-person, or remotely on Zoom. Please be advised all of our investing and investment management services are through Keystone Private Wealth
Where are my assets held?
We work with two leading independent custodians, Charles Schwab and Fidelity Investments, giving clients the flexibility to choose the platform that best suits their needs.
As an Investment Advisor Representative with Keystone Private Wealth, our role is to provide ongoing advice and professional portfolio management. Your assets, however, are held separately with the independent custodian you select, providing an additional layer of separation and security.
How often do we meet with you to review our plan?
Meeting frequency is tailored to each client and their unique circumstances. Early in the relationship, we meet more frequently to gain a comprehensive understanding of your goals, priorities, and financial landscape, allowing us to develop and implement a thoughtful, personalized strategy.
Once your plan is established, most clients meet with our team several times throughout the year to review progress, address changes, and ensure your strategy continues to align with your objectives. For clients with more complex or evolving needs, we remain available as frequently as necessary.
Our approach is not based on a predetermined meeting schedule, but on providing the level of attention and guidance your circumstances warrant.
Do I have to live in California to work with you?
We are flexible and very willing to do what is best for you. We love hosting our clients for in-person meetings at our home office in Palm Desert, California; however, we have many clients that are not in California and it may not be feasible to meet in person regularly. Brandon and Keystone Private Wealth is registered with the S.E.C., which means we are licensed to do business in every state, and we even have international clients as well. Video or phone call meetings are always an option and at times encouraged.
Please note, for security purposes, Brandon request all new clients are required to be face-to-face- meetings whether in-person, or video conference via Zoom.
How is your team compensated?
Our firm operates on an assets-under-management (AUM) model, meaning our fee is based on the amount of assets we manage on your behalf. Our fee schedule begins at 1.6% and decreases as the level of assets managed increases.
We do not sell commission-based investment products or services. Our approach is designed to remain objective and aligned with our clients’ best interests, without relying on product commissions. While we may assist clients with Medicare Advantage and Medicare Supplement plans, our primary focus is comprehensive wealth management and investment advice.
We believe investment strategies should emphasize transparency, liquidity, and cost efficiency. Rather than relying on products that may carry higher costs or liquidity restrictions, we seek to utilize strategies that we believe are appropriate for each client’s objectives, including approaches designed to manage downside risk.
Are there additional fees if I wish to meet more frequently during the year?
No. Our AUM fee covers our ongoing services throughout the year, with no additional charges for meetings, calls, or messages.
We encourage clients to stay in regular communication with our team, particularly when there are meaningful changes in their personal, professional, or financial circumstances. This allows us to proactively adjust their strategy as needed and ensure their financial plan continues to reflect their goals.
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Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.
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Built on Trust
Focused on Your Future
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
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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