Matt Mellier
Managing Partner, CFP®
Direct: (760) 340-3277
Know your financial advisor instead of dialing a hotline.
We are a Palm Desert based investment managing and wealth management team that takes joy in hard work.
No “broker-ese” spoken here, I promise.
what we are
We’re a genuinely personable, highly personalized, exceptionally proficient investment management and financial planning company.
what we do
We help you protect, grow, gift and save your money. We exist solely to provide real people with unique financial advice specifically tailored just for them.
how we work
Our business is about relationships, not just numbers. We’re ready to hear all the details of your story and apply our skills to help you pursue your dreams.
So, where do we go from here? It’s simple, let’s have some coffee, get to know one another and see if we’d be a good fit.
Hardworking Capital
34220 Gateway Drive
Suite 120
Palm Desert, CA 92211