Planning Areas

The Keel Point planning areas cover a range of services to meet client expectations.

Perfecting Your Financial Balance

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.

Our Planning Areas

Below, you’ll find a partial list of the wealth management services we provide at Keel Point. We understand every client’s needs and opportunities are unique, so we’ve assembled a diverse team of experts and partners to deliver the service that serves you most.

Education Planning

We help clients examine and plan for college funding needs, identify tax-efficient funding vehicles, and develop and implement wealth transfer strategies.

Estate Planning

Estate planning services include estate organization and tax minimization; legacy planning and protections; developing a charitable giving mission; and designing a business succession plan.

Investment Management

Our investment management services cover a gamut of benefits including open architecture, risk tolerance evaluation, asset dedication, and risk/return optimization.


Planning early is the best plan to make sure your retirement years closely meet your personal expectations. We work with clients to set goals, develop and implement retirement funding strategies, address retirement risks and stock options, and develop income and distribution strategies.

Risk Management

Preparedness is one of the best methods to mitigate risks. Our insurance-based services are designed to present clients with a well-rounded view of their insurance strengths and weaknesses including life insurance needs, long term care planning, liability exposure, disability insurance needs, and personal insurance review.

Strategic Relationships

At Keel Point, our goal is to provide clients with comprehensive wealth management services. To reach that goal, we routinely partner with a network of hand-selected strategic partners whose integrity, expertise, and quality have been researched and thoroughly tested. We only trust the best to help our clients.

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 eight convenient locations to serve clients throughout the United States.