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 compris

ed 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

09/02/2026

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.

08/12/2026

College Money Tips: Freedom + Responsibility

*College gives you real independence and real chances to mess up with money.
*Save with student discounts & free events.
*Rent/buy used textbooks.
*Work flexible on-campus jobs.
*Use credit wisely (pay in full, under 30%).
*Keep a simple monthly plan.
*Small habits now = big wins later.

Talk to family or an advisor if you need help staying on track! 760-346-5150

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CIO Robert Schein joins Cheddar TV to break down Disney’s latest Q3 earnings. He covers the multi-year turnaround, stren...
08/12/2026

CIO Robert Schein joins Cheddar TV to break down Disney’s latest Q3 earnings. He covers the multi-year turnaround, strengths in ESPN and streaming, solid theme-park attendance, the cruise business, and how the company is starting to fire on all cylinders.

Watch the full segment here → https://www.youtube.com/watch?v=3HECmWZFJz8

Catch CIO Robert Schein of Blanke Schein Wealth Management on Fox Business! He shares the latest market insights and obs...
08/07/2026

Catch CIO Robert Schein of Blanke Schein Wealth Management on Fox Business! He shares the latest market insights and observations, don’t miss his take on the current environment.

Watch the full segment here → https://www.youtube.com/watch?v=mTxee3vdB0c

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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