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
Market Recap – August 9, 2022
U.S. stock markets reacted positively to jobs growth and better than expected S&P 500 Q2 earnings reporting. July CPI inflation numbers will be reported Wednesday, August 10. The 528,000 jobs gains in July, along with a drop in the unemployment rate to 3.5% from...
Market Update: Reining in Inflation vs. Slowing Growth
Prices are climbing at the fastest pace in decades, leading to rising interest rates that have hit both stock and bond returns. A foreign war risks spilling over into a broader conflict, and an oil price spike threatens to exacerbate inflation and damage economic...
Keel Point’s Q2 Market Outlook
A market outlook discussion covering the most pressing topics impacting our markets today. Chief Economic Advisor, Steven Skancke, joins Senior Wealth Advisor, Thomas O'Connor to discuss the current state of the economy – covering the outlook for inflation, rising...
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.