Serving Palm Desert from the Heart of El Paseo

Nestled along iconic El Paseo, California, our Palm Desert office offers a welcoming space where sophisticated wealth management meets personalized service. As a long-time Palm Desert resident, Lisa Detanna values the opportunity to connect with clients in the community she calls home, hosting events and gatherings that foster meaningful relationships and thoughtful financial conversations. We look forward to welcoming you to our Palm Desert office.

Meaningful relationships have always been at the heart of our practice. The photos below showcase a selection of client and community events held throughout Palm Desert, reflecting our ongoing commitment to engaging with and supporting the community we proudly call home.