Invest in Your Purpose

We partner with our clients to maximize both their worth and their wealth.

Wealth Management 

Family Office

Institutional and Asset Management

Corporate Benefits

Find Your Financial Advisor

About Keel Point

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.

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.

Private Client

Wealth Management

Just as wealth brings opportunity, it also brings responsibility. And it can be overwhelming seeking financial balance among your personal, family, and business obligations. We can help you find that balance and maintain it for both the immediate and not so distant future.

Horizon Family Office

Multi-Generational Wealth

Keel Point Horizon was designed especially for clients with substantial, multi-generational wealth. Because of their complex needs, our skilled wealth management team is experienced in assessing specific wishes, designing personalized plans, and implementing solutions to help them reach their mission, vision, values and goals.

Corporate Benefits

At Keel Point, we understand that there is a clear difference between running a company and keeping a company running. Our goal is to keep your company running with streamlined, time-saving employee benefits solutions.

Institutional and Asset Management

We partner to help clients make the most of their current processes and design and implement new ones that support their future organizational goals.

Keel Point Insights

Market Recap – July 15, 2024

Market Recap – July 15, 2024

The big economic news last week was that June core CPI inflation declined further and early estimates of core PCE inflation (the Fed’s preferred measure) also show a drop.  The S&P 500 and All-Country World Index reacted positively to this news and are up 17.7%...

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Market Recap – July 1, 2024

Market Recap – July 1, 2024

The big economic news last week was that core PCE inflation and consumer spending both increased more slowly than expected.  The S&P 500 and All-Country World Index are up 3.5% and 2.0% respectively for June and up 14.5% and 11.4% respectively YTD.       The core...

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Keel Point Events

At Keel Point, we’re committed to providing our clients with access to wealth management information and events. Check here often to learn more about upcoming events and activities. We’d love to see you there.

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.

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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 seven convenient locations to serve clients throughout the United States.