941 West Morse Boulevard
We Help GOOD PEOPLE Live a GOOD LIFE.
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.
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.
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.
Curated articles, videos, and more for a more financially savvy you.
Critical Estate Documents
Test Your Estate Strategy Knowledge
Saving for College 101
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."