At Keystone Private Wealth, we believe that great financial advice starts with a deep understanding of the businesses our clients invest in.
That's why Rob Barfuss, Financial Planner and founder of Keystone Private Wealth, has built his practice around a simple but powerful principle:
Know what you own, and know who's managing it.
A Hands-On, Client-First Approach
Rob works closely with a select group of portfolio managers who share his commitment to long-term thinking, transparency, and performance. These relationships aren't just professional; they're collaborative. Rob regularly attends manager meetings, asks tough questions, and monitors strategy alignment to ensure that every investment decision supports the goals of the families he serves.
Due Diligence That Goes Beyond the Desk
Rob has visited many companies over the years to gain firsthand insight into the businesses held in client portfolios. These site visits are a key part of his investment process, helping him evaluate management teams, understand operations, and assess long-term potential.
One example is his 2016 visit to the Las Vegas Motor Speedway, where he met with Marcus Smith, President and COO of Speedway Motorsports Inc. The company was held in client portfolios at the time, and the visit offered valuable perspective on its business model and leadership. This is just one of many site visits Rob has conducted as part of his commitment.
Ongoing Engagement That Benefits Clients
Today, Rob maintains regular contact with portfolio managers, attends regular update meetings, and keeps clients informed about key buy/sell decisions. He believes that clients deserve clarity, not just about performance, but also the decisions being made.
As Gregg Filmon, President of Value Partners Investments, puts it:
"Rob goes the extra mile to truly understand the companies we own. Very few advisors make that kind of commitment."
Investing with Purpose
For Rob Barfuss, it's more than just managing assets—it's about building trust.
That trust is earned through transparency, diligence, and a relentless focus on doing what’s right for clients. It’s why Rob takes the time to understand the businesses behind the numbers, and why he partners only with those who share that same commitment.
At Keystone Private Wealth, we believe that when clients understand what they own and why they own it, they make better decisions, feel more confident, and stay focused on what matters most: living the life they’ve worked hard to build.