WEALTH DESIGN

The Keeler Thomas Wealth Advisory incorporates a Family Office structure in creating unique financial structures and results. As a Family Office and independent Registered Investment Advisory, our obligation extends far beyond the scope of a typical financial planner/client relationship. It includes not only accomplishing the goals as defined, but also to perform at a much higher fiduciary criteria for your clients, business owners, and their legacy. Alongside a Comprehensive Planning Platform are best of class Investment Design, Portfolio Management, Tax and Estate Planning, and Risk Management. After the planning phase is complete, we then engage an Implementation phase to assure that all of the plan elements are in the proper legal and financial structure. This is comprehensive and involves working closely with the collaborative team to make sure the final result is in strict accord with the client’s wishes. Ongoing review on an annual basis is essential to keep the client objectives and goals at the forefront of the planning process.