Middleton Wealth Management

Empowering Business Owners, Medical Professionals, Families, and Non-Profits in the Coachella Valley with customized Financial & Tax Strategies to work towards long-term Success.

Welcome to Middleton Wealth Management



I’m Kari Middleton, Financial Consultant and Professional Plan Consultant (PPC) with LPL Financial and Medical Wealth Management. I am very experienced in working with businesses, non-profit organizations, and affluent individuals to help them pursue their financial goals.


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Middleton Wealth Management is not an affiliate company of LPL Financial.