WALTER & KEENAN
WEALTH MANAGEMENT

Walter & Keenan is an independent Registered Investment Advisor that is dedicated to acting in your best interest at all times and to providing you and your family the tools necessary to approach your financial future with confidence.

For approximately 40 years, Walter & Keenan has been a trusted partner to helping many of the region's wealthiest families and foundations achieve their investment and wealth management objectives.  Through our experience, commitment to understanding your purpose and mission, and a long-term commitment to the relationship and to superior customer service, Walter & Keenan can provide the valuable insight you need to plan for your future financial goals. 

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What We Do

As an SEC Registered Investment Advisor with over $400M under management and a 38-year history of working with local high-net-worth individuals, families, and foundations, we have the experience and ability to be a value driven resource to meet your investment objectives.

Investment management is at the core of what we do. This has been the same for over 38 years. We take pride in our ability to customize each client's portfolio to suit their specific goals.

Investment Advice

Planning for the future often includes more than retirement and brokerage accounts. We offer the experience to structure estate planning, charitable gifting, family partnerships, and multi-generational wealth transfers to meet your more comprehensive financial goals.

Wealth Management

Since inception, our firm has offered investment guidance as well as administrative services for foundations and endowments, including the review of grants.

Foundations & Endowments

We offer the ability to provide single-family office services such as asset aggregation reporting and performance tracking via our customizable software tools. In addition, we offer guidance and consulting on non-traditional assets in private equity and hedge funds.

Family Office Services

Our Approach

PLAN • BUILD •  PROTECT
We take a customized, personal approach to managing your investments.

Consult

We take a comprehensive approach to understanding your wealth management needs by discussing not just your investment goals, but also your personal goals.

Invest

Every investor is unique. Before implementing your plan, we design a detailed, custom approach to how we can help you achieve your goals.

Discuss

Via ongoing communication at a pace and frequency of your choosing, we build and maintain trust through transparent and honest advice.

Report

Investment reporting is typically done on a quarterly, yearly, or monthly basis and can be tailored to fit each individual's preference.

What makes us different

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One of the Region’s First RIA Firms
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Average Tenure of Current Client Relationship
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Average Number of Accounts Per Family Client
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Customizable Portfolios

COMPREHENSIVE WEALTH MANAGEMENT IS WITHIN YOUR REACH.

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