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About Keel Point
Keel Point is a distinguished wealth management and financial advisory firm dedicated to empowering families to realize their financial aspirations while making a positive impact on their communities. With a rich legacy rooted in the belief that wealth brings the opportunity to give back, Keel Point serves a diverse clientele, ranging from those embarking on their financial journey to families with substantial, multi-generational wealth.
Their dedicated team of experienced financial advisors, strategically positioned across seven offices nationwide, offers a holistic suite of services, including investment management, generational wealth planning, retirement planning, and corporate benefits solutions. Keel Point's client-centric approach ensures tailored strategies that align with each client's unique lifestyle and long-term objectives.
As a beacon of financial wisdom, Keel Point combines heritage with innovation, fostering lasting partnerships to help families navigate the complexities of wealth management. With a commitment to ethical practice and financial stewardship, Keel Point is a trusted resource for families seeking to optimize their financial well-being and make a difference in their communities.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Family Office
- Institutional and Asset Management
- Corporate Benefits
- Investment Management
- Generational Wealth Planning
- Retirement Planning
- Financial Advisory
More about Keel Point
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 127902 | 47 |
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