Blanke Schein Wealth Management

Blanke Schein Wealth Management Blanke Schein Wealth Management, a Hightower Company, is the Coachella Valley's largest Independent Firm.

Hightower Palm Desert offers knowledgeable advice and service. COMPANY OVERVIEW

We have provided financial advice and wealth management services for more than 100 years combined. We have extensive experience assisting our high-net-worth clients with concentrated stock strategies, retirement and estate-planning issues, private money management, and alternative investments. Our clientele is comprised of affluent families, corporate executives, large non-profit organizations and successful business owners who value our comprehensive planning approach. OUR APPROACH

Our team concentrates on your financial, investment, and estate-planning needs by helping you develop strategies to manage your personal and/or business finances. We stress a disciplined, long-term approach to investing and emphasize financial planning to help you determine your financial needs and risk tolerance. OUR SERVICE COMMITMENT - THE ULTIMATE CLIENT EXPERIENCE

We provide quality service to our clients. Portfolio performance and client satisfaction are our primary objectives. To reach this goal, we will:

-Deliver 12 reviews of your portfolio’s performance during the year.

-Conduct at least 4 formal quarterly reviews.

-2 face-to-face portfolio reviews. CONTACT US

Call us at (760) 346-5150

Visit our website at:
http://www.blankescheinwealthmanagement.com

09/24/2026

Most people don’t like thinking about becoming unable to work. But according to the Social Security Administration, more than 1 in 4 of today’s 20-year-olds will become disabled and qualify for Social Security disability benefits before age 67. Disability insurance exists to help replace income if an illness or injury interrupts your ability to earn. Coverage can come from an employer plan, an individual policy, or programs like SSDI, and the details matter.

Swipe through for a clear breakdown of:

• What disability insurance actually covers

• Short-term vs. long-term

• Why employer coverage is often not enough for higher earners

• How to estimate how much protection you may need

If you want a second look at your current coverage or gaps, feel free to reach out. 760-346-5150

09/10/2026

Your 401(k) shouldn’t be a “set it and forget it” kind of deal. 💰

Life changes. Markets change. Your goals change. Your retirement strategy should evolve with them.

A regular 401(k) review can help make sure your investments, risk level, contributions, and long-term goals are still aligned.

Don’t wait until retirement to find out your strategy needed attention.

📞 Give us a call to discuss your 401(k) and your financial goals: 760-346-5150

09/03/2026

Wishing You and Your Family a Safe & Happy Labor Day Holiday!

In observance of the Labor Day holiday, our office will be closing early on Friday, September 4th, 2026, at 2:00 PM and will be closed, Monday, September 7th, 2026.

We will resume normal business hours on Tuesday, September 8th, 2026.

If you need assistance before the holiday, please contact us before
12:00 PM Friday, September 4th, 2026, to assist you in a timely manner.

Interesting Fact: The holiday stems from the late 19th century during the Industrial Revolution, when workers fought for basic rights like fair wages, safer conditions, and the 8-hour workday. The first unofficial Labor Day was held on September 5, 1882, in New York City with a massive workers’ parade.

We hope you enjoy the long weekend and take a little time to rest, recharge, and enjoy the final days of summer.

09/02/2026

Summer spending adds up fast with travel, dining, events, AC bills, and FOMO buys. A 5-minute weekly check-in on last week’s non-essentials keeps your budget on track.
Set a limit, stick to it, and move leftovers to savings. Simple habits make a difference that you can take into any season.

09/02/2026

Summer spending adds up fast with travel, dining, events, AC bills, and FOMO buys.



A 5-minute weekly check-in on last week’s non-essentials keeps your budget on track.

Set a limit, stick to it, and move leftovers to savings. Simple habit. Big difference that you can take into any season.



WealthManagement

08/27/2026

Scammers rarely “break in.” They trick you into opening the door.
Save this for the next time a CAPTCHA, website, Wi-Fi network, or phone number feels off.
Rule of thumb: if it’s urgent, financial, or unusual, verify on a separate channel.

And always give us a call if anything feels off: 760.346.5150. security

08/25/2026

It’s nearly impossible to remember dozens of complex passwords. A password manager can generate and securely store strong, unique passwords for each of your accounts.

Protect your password manager with a strong master password and multi-factor authentication (MFA). Adding security layers such as Face ID, fingerprint recognition, and passkeys can provide even greater protection. Passkeys are especially resistant to phishing when used on supported sites.

No single security tool can stop every threat, but combining these protections creates multiple layers of security while still keeping everyday access simple and convenient.

08/14/2026

Paper checks are being phased out. The IRS strongly prefers electronic payments and refunds for faster, safer processing.

Don’t risk delays or lost checks, make the switch now.

Call us today 760.346.5150 and we’ll walk you through the best electronic payment and refund options for your situation, so you’re fully prepared next tax season.

Address

73700 El Paseo
Palm Desert, CA
92260

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

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