How Can We Help You?

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About Walter & Keenan Wealth Management

Walter & Keenan Wealth Management is an independent Registered Investment Advisor dedicated to acting in your best interest and providing you and your family the tools necessary to approach your financial future with confidence.

One of the Region's First RIA Firms
Average Tenure of Current Client Relationship
Average Number of Accounts Per Family
Customizable Portfolios


1.Investment Management
1.Investment Management
2.Financial Planning
2.Financial Planning
3.Charitable Giving
3.Charitable Giving
4.Family Offices
4.Family Offices
  • Individual or Joint Accounts
  • Retirement Accounts (IRAs, Roth IRAs, etc.)
  • Education Accounts (529 Plans, Coverdell Plans, etc.)
  • Customized Private Market & Alternative Strategies

Providing well-informed, trustworthy investment advice has been at the core of what we do for over 40 years. We’ve been able to guide our clients through the highs and lows of multiple market cycles. However, we don’t simply rely on our experience managing opportunity and risk, we continue to take a rigorous approach to research, communicating with our network of advisors, managers, and funds. We are committed to meeting each of our clients’ unique requirements and needs.

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Our Approach

We take a customized, personal approach to managing your investments

Plan for Success | Walter and Keenan Wealth Management





We take a comprehensive approach to help you plan for your future. To understand your wealth management needs we listen to what you want to accomplish, analyze your current financial strength and then build a personalized plan to help you reach your long term goals.

Take your financial future to new heights.

Our wealth management advisors will help you with our comprehensive suite of services designed to help you achieve your financial goals. Contact us today and let's start building your financial future.