Kathleen W.
11/5/2024
Desert Capital has your interests in mind and helps you develop a financial plan that meets your needs. They are knowledgeable and go above and beyond to help you be successful.
Desert Capital Management
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2377 Gold Meadow Way Ste 100
Gold River, CA 95670
Desert Capital Management, with over 25 years of experience, specializes in integrating proven investment strategies with individual risk tolerance to navigate market volatility. Their comprehensive service offerings include investment advising, retirement planning, education funding, and tax efficiencies, all tailored to meet clients' unique financial goals.
The firm prides itself on building strong client relationships, ensuring personalized and effective advice that enhances quality of life. By utilizing innovative tools like their risk alignment platform, Desert Capital Management helps investors accurately assess their risk profile and align it with their financial objectives.
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Reviews
5.08 reviews
Loren C.
10/23/2024
5 Star Service. Stephanie Mearse and her team are fantastic. Everyone I have worked with has been very knowledgeable and helpful. They have frequent Zoom meetings where we get to see...
Nicholas P.
10/22/2024
I have been working with Desert Capital management for over 10 years now. I could not have more faith in a company that is handling my retirement future. In the last 10 years I have seen not only...
Joyce I.
10/22/2024
I would highly recommend the Desert Capital Management team . Everyone has always been so knowledgeable and professional. I feel to ask any questions. the communication is the absolute best!...
Jan N.
10/22/2024
Desert Capitol is a great company. They have encouraged me to head in the right direction for my safe and comfortable retirement. Any question or concern I had was answered and explained in...
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