Meaningful Impact. Multiple Generations.
Keel Point Horizon was designed especially for clients with substantial, multi-generational wealth. Because of their often complex needs, our skilled financial advisors are experienced in assessing specific needs, designing personalized plans, and implementing solutions to help them reach their goals year after year.
At Keel Point, our goal is to provide clients with comprehensive wealth management services. To reach that goal, we routinely partner with a network of hand-selected strategic partners whose integrity, expertise, and quality have been researched and thoroughly tested. We only trust the best to help our clients.