Sophisticated Financial Advice, Delivered With Simplicity

Keating Wealth Management, LLC, is an investment advisory firm providing sophisticated financial advice, delivered with simplicity, to successful people navigating the economic implications of life transitions.

  • We coordinate, consolidate and simplify every aspect of your financial life, including your investments and the guidance from your tax, insurance and estate planning advisers. You’ll get succinct, intuitive reports, including an Asset Map and a date‐ and dollar‐specific Financial Plan. We regularly update these and deliver them to you during two focused meetings per year.

  • The investment portfolio we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it. During each meeting, we’ll look at your goals, your Financial Plan, and the progress of your plan and portfolio toward the achievement of those goals.

  • Of the three factors that ultimately determine an individual’s lifetime investment experience, behavior is the most critical. Few investors are able to just set it and forget it— particularly with equities. For everyone else, sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of the advisory fees during our relationship. We’ll help you stick to a simple, well‐constructed Financial Plan that works for you.

  • We coordinate, consolidate and simplify every aspect of your financial life, including your investments and the guidance from your tax, insurance and estate planning advisers. You’ll get succinct, intuitive reports, including an Asset Map and a date‐ and dollar‐specific Financial Plan. We regularly update these and deliver them to you during two focused meetings per year.

  • The investment portfolio we create for you is the medium to fund your Financial Plan. Guided by our intuitive asset allocation methodology, you will understand exactly what you own and why you own it. During each meeting, we’ll look at your goals, your Financial Plan, and the progress of your plan and portfolio toward the achievement of those goals.

  • Of the three factors that ultimately determine an individual’s lifetime investment experience, behavior is the most critical. Few investors are able to just set it and forget it— particularly with equities. For everyone else, sage guidance against making the “big mistakes,” especially panic selling during falling markets, will typically be worth many multiples of the advisory fees during our relationship. We’ll help you stick to a simple, well‐constructed Financial Plan that works for you.

Quick Facts

Essential Information
  • Registered investment adviser
  • Comprehensive financial planning and investment advisory services
  • Fiduciary
  • Fee only

Typical Clients
  • Business owners, corporate executives and capital markets professionals
  • People who value simplicity, precision and clarity
  • $2 million minimum relationship

Fees
  • 1% of assets up to $4 million
  • Flexible pricing for larger accounts

Custodian
  • Charles Schwab & Co., Inc

Value promise

Value promise