We help clients build, balance and maintain their wealth now and for generations to come.
Just as wealth brings opportunity, it also brings responsibility. And it can be overwhelming seeking financial balance among your personal, family, and business obligations. Keel Point Private Client Advisors can help you find that balance and maintain it for both the immediate and not so distant future.
Family Life Planning
Living your purpose requires thoughtful integration of all aspects of life. Together we work to uncover your personal financial and non-financial goals and use them to shape a path towards a fruitful and meaningful future for you and your family.
- Financial Position Statement
- Asset / liability consolidation
- Cash flow summary
- Define goals and objectives
- Review risk tolerance
- Financial statement optimization
- Establish professional team
- Execute course of action for goals
- Construct recommended portfolio
- Maximize tax efficiencies
- Risk management strategy
- Retest financial plan for success
- Update financial statement
- Portfolio rebalancing
- Review life & goal changes
The Keel Point planning areas cover a range of services to meet client expectations. From shorter-term needs like educational planning to long term goals that include estate planning, we have our clients covered.
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.
Building a comprehensive investment plan that seizes today’s unique opportunities while serving long-term objectives takes vision, discipline and attention. The investment team at Keel Point consider the full spectrum of financial factors—from global economic forces to proprietary and private opportunities—to craft and manage an investment strategy guided by your personal goals.
- Driven by client mission, vision, values, and goals
- Substantial depth of knowledge and leveraged thinking
- Global perspective
- Diversification through use of public, private, traditional and alternative investments
- Tactical recognition of current investment environment
- Team-based investment process
- Investment portfolios reflect client character and realities
Understand client mission, vision, values and goals.
- Desired experience
Market Scenario Evaluations
- Potential Outcomes
- Downside Avoidance
- Reflect changes in life and outlook
- Consider economic and market dynamics
- Re-evaluate managers and strategies
Family Wealth Planning
Multi-generational wealth demands capabilities to ensure that all generations are well-served throughout the design process. Keel Point Horizon offers both the depth and breadth of experience to make certain that the many facets of a family’s worth are thoughtfully considered, and that every plan and action is aligned with the family’s purpose.
Guidence on Giving
Keel Point is a community united around the idea that wealth can be a tool for doing good. Whether the impact you envision is local or global, we’ll help you develop a giving strategy that pairs your personal passion with the most relevant opportunities.
To be thriving in the here and now isn’t enough. We have to look to our client’s future needs and opportunities.
CEO, Keel Point
We live our values in our families, our communities, and in our workplace where we lead and mentor. We help clients do the same in their worlds.
Founder, Keel Point
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.