Let’s Forge a Clear Path Forward
At Desert Crest, we focus on:
- Helping women navigate life changes
- Families who are caring for a loved one with special needs
While most people see their finances as a work in progress, our clients in particular come to us in complex, evolving circumstances. You want to be sure your finances can withstand and support your dynamic needs.
We can help.
Why Desert Crest?
Financial advice takes a mixture of art and science.
Let us leverage our expertise and advanced techniques to create a unique strategy that is personal to your goals and makes sense to you. We do this by offering...
To us, being your advisor means supporting you as your life evolves, keeping your finances on track over time, and being your go-to call for your every financial question.
Who We Work With
While we serve a range of individuals and families, we specialize in working with the following:
Families with Special Needs
Sound Like You?
Creating a Financial Strategy that Fits Your Life
Services we offer include the following:
- Investment management
- Social Security timing
- Tax planning
- Retirement planning
- Insurance planning
- Benefits planning
- ABLE and Special Needs Trust planning
Meet Your Team
Stuart Petty, CFP®, ChSNC®
As the lead financial planner, I see each individual and family we serve as an opportunity to creatively problem solve. By developing a strategic plan tailored to your needs and aspirations, we’re committed to replacing financial uncertainty with clarity and confidence.
Seem Like We Could Be a Good Fit?
Whether you have a few questions or want to see if we’re right for you, we encourage you to reach out.