A complete list of active advisors currently associated with Key Wealth Management, Inc.

Warmer can help you find a great advisor at Key Wealth Management, Inc. or one who fits your needs even better.

Key Wealth Management serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and charities, providing financial planning, discretionary and non‑discretionary investment management, and retirement/pension plan consulting. The firm is a single‑advisor independent RIA managing roughly $48.6 million in discretionary assets across about 168 client relationships. The firm’s process begins with a discovery‑based financial planning exercise to determine goals, risk tolerance and a target asset mix, then constructs customized portfolios using a strategic asset allocation methodology and proprietary tools. Portfolios may include mutual funds, ETFs, domestic and foreign equities, fixed income, alternatives and crypto exposures, and Key Wealth Management monitors and rebalances accounts on an ongoing basis; with client approval the firm may use margin as a rebalancing tool and may incorporate third‑party money managers. Notably, Key Wealth Management provides retirement/pension plan consulting and can act in ERISA fiduciary roles (3(21) and/or 3(38)) for plans, a service set less common among solo independent advisers. The brochure also discloses a 2024 regulatory finding relating to inadequate written policies for inverse ETFs, and the firm indicates a preference for using LPL as a custodian and source of research and practice‑support services.

To learn more about the advisors currently working at Key Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.