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Our Relationship

Our Relationship

To help get you to your financial goals, we invest in our relationship. You’ll feel our commitment from our first meeting, when we sit down to learn everything we can about you, your life, and the complexities of your needs and finances. Whether it’s our initial discovery meeting or our 20th annual touch base, you will always receive our full attention and genuine enthusiasm.

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Our Clients

Our Clients

We're proud to provide a full range of world-class wealth management services to help meet the needs of affluent individuals and families, including Entrepreneurs, Business owners, Professional athletes, and Foreign Nationals. When you're faced with life's twist and turns, we'll be right there for you to make the corrections and modifications needed to get you back on track and moving ahead.

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CULTIVATED FOR YOU

GREAT RELATIONSHIP is our BIGGEST REWARD.

The best futures are pursued through naturally diverse investments. Like the strongest of trees, the seeds you plant today should lead to a lush canopy of comfort, shelter, and protection.

Organic growth underlies all that we do at Keena Wealth. Together, we’ll design a roadmap that starts with the future you want and works toward your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.

Helpful Content

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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