Heslin Wealth Management

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Heslin Wealth Management Office located conveniently in downtown Palm Springs.

With over 40 years of experience, Heslin Wealth Management provides boutique, inclusive financial planning in Palm Springs—proudly serving all clients and specializing in the LGBT community.

10/10/2026

Learning lots of good information at this conference that I look forward to bringing back to my clients during their account reviews.
Some topics covered:
- AI
- GeoPolitical Issues
- Upcoming Mid-Terms



Heslin Wealth Management

So much of what I have been doing for 40 years has been helping people with planning their retirement. Obviously, I also...
09/09/2026

So much of what I have been doing for 40 years has been helping people with planning their retirement. Obviously, I also think about that. And when I am in a beautiful place like this, I wonder if I would want to spend my retirement here. Who knows. But it’s fun to dream.
What are your dreams for retirement? 

Hello all! It is Thursday, August 27th. Just wanted to remind you that I will be traveling to Spain on Tuesday, Septembe...
08/28/2026

Hello all! It is Thursday, August 27th. Just wanted to remind you that I will be traveling to Spain on Tuesday, September 1st. I will be in Spain on vacation until September 17th. While I am away, Fred and David will have everything under control and should be able to assist you with most everything you need. I will be checking in with them periodically from abroad. Thank you for your continued support and thank you for allowing me this well needed vacation. See you soon. Adios!

WEARING SHORTS TO THE OFFICE:I saw a story on the Today Show this morning about a nationwide debate over wearing shorts...
07/23/2026

WEARING SHORTS TO THE OFFICE:
I saw a story on the Today Show this morning about a nationwide debate over wearing shorts to the office. I just want to make it very clear that as the founder and owner of Heslin Wealth Management in Palm Springs, I decided in the beginning of the summer that when we have temperatures exceeding 100°, which is quite a common daily occurrence in Palm Springs, the entire staff is permitted to wear shorts to the office.
So far we have never encountered a client that has a problem with this policy and in fact I believe most seem to really appreciate it.

07/16/2026

Compilation of some Client interviews that we took at our last client appreciation event in March 2026.
Thank you to all who participated! ❤️❤️
www.heslinwealth.com

Heslin Wealth Management, LLC located in downtown Palm Springs

Well, this is a nice letter to receive.
06/06/2026

Well, this is a nice letter to receive.

The new office expansion is coming along. Still waiting for some furniture and to hang some art, but so far it’s looking...
05/29/2026

The new office expansion is coming along. Still waiting for some furniture and to hang some art, but so far it’s looking good. 

Big annual Wealth Consulting Group conference and award ceremony in Las Vegas. Had a blast. Learned a lot. Even won an a...
04/27/2026

Big annual Wealth Consulting Group conference and award ceremony in Las Vegas. Had a blast. Learned a lot. Even won an award. Great weekend.

Thrilled to be surrounded by innovation and expertise at our annual collaborate conference in Las Vegas, unlocking new o...
04/25/2026

Thrilled to be surrounded by innovation and expertise at our annual collaborate conference in Las Vegas, unlocking new opportunities with The Wealth Consultanting Group and LPL Financial.

04/09/2026

Exciting Developments at Heslin Wealth Management! We are pleased to announce the expansion of our office space through the acquisition of the adjacent vacant suite. This strategic move will result in a larger, more efficient layout featuring four private offices and an expanded reception area. Construction is slated to begin later this month, with photo updates and an invitation to our office warming party to follow shortly after completion.

Address

777 E Tahquitz Canyon Way, Suite 323
Palm Springs, CA
92262

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17602188700

Website

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