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.
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.
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.
Services
The Keel Point team of financial advisors has comprehensive tools for investment decisions and management, generational wealth management, wealth planning, and retirement planning right at their fingertips. With over 70 dedicated team members across seven offices, Keel Point financial advisors match with clients to design and implement the services best suited for their lifestyles now and in the future.
Keel Point is the joining together of families and advisors to achieve each family's mission, vision, values, and goals. Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives.
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.
From wealth management to guidance on giving, we help clients prepare for what is happening now and what they hope to achieve later. Keel Point Horizon is for families with substantial, multi-generational wealth in need of a more sophisticated approach to managing the complexity of their wealth and family dynamic.
Keel Point's investment team provides boutique service on a discretionary or non-discretionary basis to endowments, foundations, benefit plans, family offices and RIAs. We help our institutional clients combine a broad array of asset classes and strategies into a risk-managed portfolio. Keel Point's investment team has carved out a niche with certain types of institutional clients.
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