Keenan Private Wealth Management

Keenan Private Wealth Management serves individual clients, including high‑net‑worth households, offering private wealth management, financial planning, and consulting services. The firm participates in the BNY Advisors Managed 360 wrap‑fee program and places clients into manager‑based portfolios available through that platform.

KPWM’s process emphasizes gathering comprehensive client information to develop tailored asset allocations and written financial plans, then recommending independent third‑party managers to implement those allocations. Rather than directly purchasing securities for client accounts, the firm generally relies on the Managers within the BNY Advisors program for day‑to‑day portfolio implementation while retaining program-level discretion to reallocate assets or change managers.

Noteworthy features include its small scale — roughly $8.5 million in discretionary assets, a single advisory professional and a limited client roster — and its role as an introducing adviser within a wrap program, which means clients typically accept directed brokerage and manager custody through the program rather than direct custody or active trading by the firm. The firm also does not vote proxies on clients’ behalf and typically does not provide reports beyond custodian statements unless separately contracted, practices that differ from many peers who manage individual portfolios directly.