Walter Keenan Wealth Management

Walter & Keenan Wealth Management provides personalized investment and financial advisory services. They work primarily with high net worth individuals and families, but also advise endowment funds and private foundations. Walter & Keenan creates customized portfolios based on each client's goals, risk tolerance, and objectives. They generally manage portfolios with the authority to make trades without asking first, but can also provide consulting services on a non-discretionary basis. They also offer general financial advisory services like retirement, tax, and estate planning consultation.