You’ve accumulated significant wealth and now need someone who will navigate the complexities of your financial situation, provide expert guidance, and help you achieve long-term goals. Comprehensive wealth management is a holistic approach to managing your finances and involves a range of services designed to help you make informed decisions. Whether you're looking to grow your wealth, protect your assets, or plan for your family's future, comprehensive wealth management will help you create the life you envision and feel confident that your financial future is secure and you’re making the most of your wealth.
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. We continue to be successful navigating markets by listening to client concerns, taking a rigorous approach to research, and constantly communicating with our preferred network of advisors and fund managers.
Individual or Joint Accounts
Retirement Accounts (IRAs, Roth IRAs, etc.)
Education accounts (529 Plans, Coverdell Plans, etc.)
Customized Private Market & Alternative Strategies
Financial planning is highly unique to your situation and goals. We work with our clients in various planning aspects, from daily cash flow management to making big decisions using risk/reward analysis. And when you’re ready, we will help you decide what you want your retirement to look like.
Cash Flow Management
Long Term Risk Analysis
Sale or Purchase of Business Analysis
Charitable Giving & Foundation Management
If you want to do more good for the world with your money, we will help. We have worked with many charitable trusts to manage funds for our clients. If you’re not sure how you want to use your money, we will also work with donor advised funds, which allow a Section 501(c)(3) organization to operate & maintain your funds.
Donor Advised Funds
Foundations & Endowments
Family Office Services
A family office provides customized financial management services to meet your specific needs and goals. We offer a wide range of services, including investment and asset management, financial planning, tax planning, and trust and estate services. Additionally, our advisors will help you manage tangible assets, family partnerships and holding companies, as well as provide concierge services. The advisors at Walter & Keenan will help you coordinate all of your wealth management sources and act as a lead for all of your financial endeavors. Our services also include reporting and administration, data aggregation, performance reporting, and private equity consulting. With a family office, you will receive personalized advice and support in managing and growing your wealth over the long term.
Private Equity Consulting
General Consulting Services
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.