Invest in Your Purpose
We partner with our clients to maximize both their worth and their wealth.
Wealth Management
Family Office
Asset Management
Corporate Benefits
Find Your Financial Advisor
About Keel Point
At Keel Point, our financial advisors help clients manage the responsibilities, and realize the possibilities, of wealth. That’s no small task. And that is why we don’t offer one-size-fits-all solutions. Instead, we focus on providing strategy-based, individualized options for personal, family, and philanthropic wealth management.
Find a Wealth Advisor
The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.
Private Client
Wealth Management
Just as wealth brings opportunity, it also brings responsibility. And it can be overwhelming seeking financial balance among your personal, family, and business obligations. We can help you find that balance and maintain it for both the immediate and not so distant future.
Horizon Family Office
Multi-Generational Wealth
Keel Point Horizon was designed especially for clients with substantial, multi-generational wealth. Because of their complex needs, our skilled wealth management team is experienced in assessing specific wishes, designing personalized plans, and implementing solutions to help them reach their mission, vision, values and goals.
Corporate Benefits
At Keel Point, we understand that there is a clear difference between running a company and keeping a company running. Our goal is to keep your company running with streamlined, time-saving employee benefits solutions.
Asset Management
We partner to help clients make the most of their current processes and design and implement new ones that support their future organizational goals.
Keel Point Insights
Bloomberg: Fed Sees Rates Near Zero Through 2023
Keel Point Chief Economic Advisor Steven Skancke spoke on Bloomberg's Businessweek podcast about the recent Federal Open Market Committee (FOMC) meeting. The episode explores the ongoing impact of the Coronavirus on our economy. [button...
Keel Point Announces Clint Ward as New Chief Compliance Officer
Huntsville, AL– Keel Point, a wealth management firm and multi-family office which focuses on helping clients invest with a purpose, announced today that Clint Ward, former CCO at CIBC Private Wealth Management, has joined the firm as Chief Compliance Officer. Mr....
U.S. News: Q&A with Steven Skancke, Chief Economic Advisor at Keel Point
The stock market has been hard to follow in recent weeks. Steven Skancke sat down for a Q&A with US News on the current economic climate and how it impacts what advisors recommend to their clients. [button...
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Connect with Keel Point
Whether you need to set shorter-term financial goals or require more extensive life and wealth management planning, we can help. Contact us to learn more.
Find a Wealth Advisor
The Keel Point team of financial advisors has the most comprehensive tools for investment management, generational wealth management, wealth planning and retirement planning right at their fingertips. Keel Point’s financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.
Our Keel Point Locations
The Keel Point wealth management advisors are positioned at eight convenient locations to serve clients throughout the United States.