Walter Keenan Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$627,580,501
Clients
144
Advisors
6
of 7 employees
About
Walter & Keenan Wealth Management serves primarily high net worth individuals and family groups and also provides portfolio management to individual accounts, corporations, IRAs, and several private foundations and endowments. The firm delivers personalized investment advisory services—generally on a discretionary basis—along with non‑discretionary consulting, financial planning consultations, and ancillary foundation services such as grant review and administration.
Investment selection is driven by fundamental analysis and third‑party research, with portfolios constructed on an individualized (non‑model) basis and a stated emphasis on dividend growth and value‑oriented equities. The firm supplements direct equity and fixed‑income holdings with mutual funds and ETFs for small‑cap and international exposure and, for appropriate clients, may recommend private funds, hedge strategies, or refer to third‑party managers for strategies such as direct indexing or tax‑loss harvesting.
Distinctive features relative to many peers include an active practice serving foundations and endowments that involves grant administration and meetings with grantees, and the acceptance of certain trusteeship or account authorities that lead to surprise audits of custody. The firm also relies substantially on research, technology, and other services provided by a single custodian and does not combine client orders into block trades, practices that can affect trade execution and create potential conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for non-discretionary management and additional services, negotiated and agreed at outset
$0 - $2,000,000: 0.75% $2,000,000+: 0.50%
$350 per hour for consulting clients
Retainer basis with annual or monthly fee arrangement agreed with client
Fee-only: Hourly consulting rate of $350 per hour; fixed fees for non-discretionary management and additional non-investment related services; administrative fees for private foundation clients (all negotiable)
Main office
202 S. Michigan, Suite 910
South Bend IN 46601
Advisors at this office
6
Most active in
Florida · Georgia · Indiana · Michigan · New York · Texas
Also doing business as
Walter & Keenan Financial Consulting Co · Walter & Keenan Finanical Consulting Co · Walter & Keenan Wealth Management, LLC · Walter Keenan Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tanner W
CFP®, Series 65
South Bend, IN
Walter Keenan Wealth Management
Tanner Watson is a CFP® with seven years of industry experience, currently serving at Walter & Keenan Wealth Management. He previously worked at Korhorn Financial Group, KFG Wealth Management, and RSM US Wealth Management. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also offering specialized services for private foundations and endowments.
Andrew L
CFP®, Series 65
South Bend, IN
Walter Keenan Wealth Management
Andrew Lynch is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Walter Keenan Wealth Management since 2024 and previously spent eight years with RSM US Wealth Management LLC and two years at Protiviti, Inc. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth and quality-oriented equity selection, with additional allocations to alternatives for clients with longer time horizons and higher risk tolerance.
James S
CFP®, Series 65
South Bend, IN
Walter Keenan Wealth Management
James Sawdon is a CFP® with seven years of industry experience, currently serving as an advisor at Walter & Keenan Wealth Management. His prior roles include positions at Walter & Keenan Financial Consulting Company and Oliver Estate, Inc. Walter & Keenan Wealth Management primarily serves high net worth individuals and family groups, offering personalized investment advisory services and portfolio management for various account types. The firm emphasizes fundamental analysis and individualized portfolio construction, with a focus on dividend growth and value-oriented equities, and maintains an active practice serving foundations and endowments.
Daniel W
Series 65
South Bend, IN
Walter Keenan Wealth Management
Daniel Wolfson is a financial advisor at Walter & Keenan Wealth Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for eight years before joining Walter & Keenan. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth, quality equity selection, and alternative investments for clients with longer time horizons.
James K
South Bend, IN
Walter Keenan Wealth Management
James Keenan is a financial advisor at Walter & Keenan Wealth Management with 26 years of industry experience. He previously worked at Walter & Keenan Financial Consulting Company for 36 years before joining the current firm in 2021. Mr. Keenan serves on the University of Notre Dame’s Graduate Studies and Research Advisory Council, where he advises on strategic priorities for the graduate school and research enterprise. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and several endowments and private foundations. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also incorporating alternatives for clients with longer time horizons and higher risk tolerance.
Bryant V
Series 65
South Bend, IN
Walter Keenan Wealth Management
Bryant Voeson is a financial advisor at Walter & Keenan Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Johnson Investment Counsel. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, focusing on individualized portfolios with an emphasis on dividend growth and quality-oriented equity selection. The firm also serves corporations, IRAs, and private foundations, offering both discretionary and non-discretionary portfolio management along with ancillary foundation support.
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