A complete list of active advisors currently associated with Walter Keenan Wealth Management

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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.

To learn more about the advisors currently working at Walter Keenan Wealth Management, 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.