Invest in Your Purpose
We partner with our clients to maximize both their worth and their wealth.
Wealth Management
Family Office
Institutional and 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.
Institutional and 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
5 Questions to Consider for Estate Planning in Retirement
I get it. Estate planning is not a fun topic. But it is important. There are several benefits associated with estate planning (see picture below), largely dependent on your personal and financial situation – but among them – the one that we believe surpasses them all...
4 Basic Tips to Improve your Tax Planning in Retirement
Everybody knows that they should plan for retirement. However, most people fail to include tax planning in this process. The reality is that taxes are likely to be one of your largest expenses in retirement, and as such, they should play a significant role in your...
Outlook for U.S. Economy and Financial Markets
The US and global economies continue to perform well. The recent slowing in the US is positive, and it reduces inflation pressures which gives the Fed more latitude in supporting employment growth. Slower growth in 2021 resulting from lower consumer confidence and...
Keel Point Events
At Keel Point, we’re committed to providing our clients with access to wealth management information and events. Check here often to learn more about upcoming events and activities. We’d love to see you there.
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.