Willow Grove Advisors is an independent boutique wealth management firm with an international client base. We work primarily with global families and entrepreneurs to provide the specialized services and investment strategies that are appropriate for each client, based on where they are in their personal and professional life-cycles.
At Willow Grove, we do not sell proprietary products or have any incentive other than our fee and sense of professional accomplishment-we are a completely customer needs-driven advisor. WGA is uniquely positioned to help individuals and families with business interests and family members in multiple countries.
At Willow Grove, we do not sell proprietary products or have any incentive other than our fee and sense of professional accomplishment-we are a completely customer needs-driven advisor. WGA is uniquely positioned to help individuals and families with business interests and family members in multiple countries.
Services
At Willow Grove Advisors, we feel your wealth strategy should reflect and be informed by your life situation, personal and financial goals. We work diligently to craft a wealth management strategy that consistently and over time supports your unique circumstance.
We help assemble a team of legal, tax and insurance experts to execute your plan to make sure your wealth is secure and working for you through the inevitable personal and professional changes throughout your lives.We are knowledgeable, skilled, and highly ethical professionals with a proven track record who always put the needs of our clients first.
We help assemble a team of legal, tax and insurance experts to execute your plan to make sure your wealth is secure and working for you through the inevitable personal and professional changes throughout your lives.We are knowledgeable, skilled, and highly ethical professionals with a proven track record who always put the needs of our clients first.
The willow tree is an important symbol to many cultures throughout history. An "Old Willow" offers words of wisdom, while the actual trees are a resource for building and creating, as well as curing ailments. Willow groves are known to thrive in challenging conditions. Willow Grove Advisors, LLC, works diligently to honor the qualities and traditions of its namesake.
We are committed to listening and using our talents and resources to assist them in achieving their individual goals. We put our clients' needs first at all times. As a fiduciary, we have a moral and legal obligation to place the interests of our clients first at all times. We continuously strive to improve how best we can serve our clients, and we pledge our best efforts to our clients, our colleagues, and our community.
Willow Grove Advisors acts as a fiduciary with a duty to take care of our clients' assets. Make sure all Estate and Trust planning is up to date and suitable for your current and anticipated circumstance. Bring in insurance experts to make sure you are suitably insured for your changing wealth circumstance.
What really sets Keley Petersen apart from others in her industry is that she is an independent-fee only-that acts as a fiduciary, taking her responsibility to always act in the client's best interests very seriously. She is the CEO of your overall wealth picture, with over 29 years of global experience in the financial services industry.
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