A unique wealth advisory experience
Wealth has the ability to make life even more enjoyable, but it can be challenging to manage.
Keith and his team work closely with you to understand your unique goals, needs, and concerns. He is a founding member and managing director of Stonegate Private Counsel. To learn more about Stonegate please click here. Keith listens to your input and uses your goals and priorities to develop wealth management solutions that best fit your financial situation. Based on personal and business interests, Keith coordinates strategies for tax, estate, investments, insurance and philanthropy around your personal and business interests.
You will benefit from the personalized wealth management plan created for you, which walks you through every step of the way to reach your financial goals and aspirations.
Keith helps you get your financial affairs in order – and keep them that way – so that you can be free to enjoy your wealth.
Our team invites you to experience the difference of working with an expert team whose coordinated, holistic, and service-oriented approach will give you confidence in your financial security.