My professional objective is to help clients achieve financial well-being, creating confidence and freedom to pursue the things that really matter.
Making a Meaningful Difference
Our Services for Families
Our focus is private wealth management, including comprehensive financial planning, discretionary and tax-efficient investment management, and estate planning.
Our Services for Institutions
Business development planning, retirement plan creation and maintenance, investment policy creation, and investment management.
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“While results cannot be guaranteed, proven processes rarely fail to produce superior results. I have a passion for planning, the personal privilege to have experienced the payoffs, and shared the peaceful contentment when objectives are achieved.”
Customized Team Approach
Keating and Associates provides personnel and expertise that enable me to design the ideal team for the unique circumstances of each client. Each individual, family, or business has different needs, and I enjoy customizing a tailored approach for the client.