Keystone Global Partners

Empowering Your Financial Journey

Tax consultant in Denver, CO (show on map)

5.0

★★★★★

4 reviews

Independent fiduciary private wealth management firm for founders, entrepreneurs, and ultra-high-net-worth families. Specializing in exit planning, QSBS strategies, and wealth management.

Call (646) 998-8141

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About

Keystone Global Partners is an independent, fiduciary private wealth management firm dedicated to founders, entrepreneurs, and ultra-high-net-worth families. Recognized by the PAM Awards (2022-2025) as Best Private Wealth Manager Under $5 Billion and Best Multi-Family Office Under $25 Billion, they help clients plan for business exits, reduce taxes through QSBS strategies, and manage wealth before and after a liquidity event.

Founded in 2010 by Peyton Carr and Calvin Lo, the firm offers wealth management, exit planning, tax strategy and optimization, investment strategies, private investments, financial planning, and family office services. Located at 2128 W 32nd Ave Suite 200, Denver, CO 80211.

PAM Awards Best Private Wealth Manager Under $5 Billion (2022-2025)

PAM Awards Best Multi-Family Office Under $25 Billion

15+ industry accolades since 2013

SEC Registered Investment Advisor

Independent fiduciary model

QSBS specialization for founders

Co-founders Peyton Carr (CPWA) and Calvin Lo (CFA, CFP)

Services

Wealth Management

Comprehensive wealth management services including investment management, financial planning, and private investment access for ultra-high-net-worth clients.

Investment management Financial planning Private investments Multi-asset reporting

QSBS Advisory Firm

Qualified Small Business Stock (QSBS) planning and advisory services for founders to maximize tax advantages and exit proceeds through strategic stock planning.

QSBS eligibility navigator QSBS tax savings calculator Stock planning

Exit Planning

Exit planning tailored for high-potential, pre-liquidity founders within 0-3 years of an exit. Goal is to help maximize after-tax exit or liquidity event through strategic, proactive planning.

Pre-liquidity planning Strategic structure setup Exit readiness Personal Exit Advisory

Business Sale Tax Planning

Tax planning strategies for business sales to minimize tax liability and maximize after-tax proceeds.

Tax minimization After-tax proceeds optimization

Investment Strategies

Investment strategies for wealth growth and preservation with access to exclusive private market investments.

Private market investments Risk management High-return opportunities

Family Office Advisory Services

Family office services including quarterbacking, trust and estate advisory, philanthropy, multi-asset reporting, and family governance.

Quarterbacking Trust and estate advisory Philanthropy Family governance

Credentials & Certifications

SEC Registered Investment Advisor

CPWA - Certified Private Wealth Advisor (Peyton Carr)

CFA - Chartered Financial Analyst (Calvin Lo)

CFP - Certified Financial Planner (Calvin Lo)

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What is Keystone Global Partners? +

Keystone Global Partners is an independent, fiduciary private wealth management firm dedicated to founders, entrepreneurs, and ultra-high-net-worth families. They help clients plan for business exits, reduce taxes through QSBS strategies, and manage wealth before and after a liquidity event.

What awards has Keystone won? +

Keystone Global Partners has been recognized by the PAM Awards (2022-2025) as Best Private Wealth Manager Under $5 Billion and Best Multi-Family Office Under $25 Billion.

Who does Keystone Global Partners serve? +

Keystone serves high-achieving founders, entrepreneurs, and ultra-high-net-worth families seeking to optimize their financial strategies. They work with pre-exit founders (within 0-3 years of exit), post-exit founders, and families.

When was Keystone founded and by whom? +

Keystone Global Partners was founded in 2010 by Peyton Carr and Calvin Lo. Both spent most of their careers at the same leading financial institution working with some of the nation's wealthiest families and largest companies before establishing Keystone.

Where are Keystone's offices located? +

Keystone has offices in Denver, CO (2128 W 32nd Ave Suite 200, Denver, CO 80211) and Los Angeles.

What is Keystone's approach to fees? +

As fiduciaries, Keystone prioritizes client interests. As an independent firm, they operate without hidden fees and derive compensation solely from clear and transparent fee schedules. They adhere to SEC standards for accountability and trust.