"Planning with Integrity"

General Info

We believe it is more important that values are understood before assets are valued. At Praxis Wealth Management our belief is that we can best serve our clients with a team approach. Using professionals across multiple disciplines, including financial, tax, legal and real estate, PWM preserves, enhances and perpetuates our clients’ wealth in the most efficient and effective manner possible. Each client will receive a personalized report of their current circumstances, an outlook based on their current situation, recommended changes and the potential enhanced results of those changes.

HoursOPEN NOW

Regular Hours:

Mon - Fri	7:00 am - 4:00 pm

Contact Info

Phone:

Main - 760-340-3770

Address:

41990 Cook St # F-2002 Palm Desert, CA 92211

Email:

Contact Us

Other Email:

info@praxiswm.com

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Retirement Planning Services

Services / Products

Financial planning, estate planning, income planning, stocks, bonds, mutual funds, etf's, annuities, alternative investments.

Neighborhood

Palma Village Groves

Accreditation

SIPC