Welcome to Keel Point

The purpose of Keel Point is to enrich our customers lives by helping them make good decisions about money.

Why Keel Point

Becoming a part of Keel Point can transform the way you do business. We live and breathe our core values. We know our people and celebrate contributions and success — big or small.

Our Values

“Why do I come to work every day? It’s more than a job. It’s the people we work with.”

Learn More

We have a comprehensive range of services and products, allowing you to offer highly-personalized boutique services to your clients. We combine our values with industry-leading services to enrich the lives of our clients.

“At Keel Point, we do more than just grow our clients’ portfolios. We care about families in a holistic way, helping turn wealth into life and legacy.”

What it Means to Join Keel Point