Investment Management

Walter & Keenan Wealth Management works closely with clients to understand their investment goals, risk tolerance, and overall financial situation. We tailor our services to meet each client's unique needs. With their deep knowledge of the financial markets and investment strategies, the team at Walter & Keenan Wealth Management will provide clients with sound advice and guidance on how to optimize their individual brokerage accounts. They believe in a transparent and collaborative approach to investment management, keeping clients informed about their accounts and providing regular updates on their performance. With their focus on providing exceptional service and personalized attention, our advisors are well-equipped to help clients achieve success in their individual brokerage accounts.

With our extensive knowledge and experience, we are capable of managing several different types of retirement accounts, including 401(k) plans, traditional and Roth IRAs, SEP-IRAs, and SIMPLE IRAs. We understand that each individual's financial situation is unique, which is why we take a personalized approach to help clients choose the right retirement account that suits their needs and goals. Whether you're just starting to save for retirement or you're looking to optimize your existing retirement accounts, Walter & Keenan Wealth Management will help guide you through the process and provide expert advice on how to maximize your retirement savings.

In addition to managing various types of retirement accounts, Walter & Keenan Wealth Management is also capable of setting up and managing 529 plans and Coverdell accounts. These types of accounts are specifically designed to help families save for education expenses, such as tuition, room and board, and textbooks. The team at Walter & Keenan Wealth Management understands the importance of education and the financial impact it will have on families, which is why they offer expert advice on how to choose the right education savings account for your family's needs. They will help you navigate the complexities of 529 plans and Coverdell accounts, and provide guidance on how to invest your funds to maximize your potential returns. With Walter & Keenan Wealth Management, you will rest assured that your education savings goals are in good hands.

An alternative investment refers to a type of financial asset that does not apply to the traditional investment categories of stocks, bonds, and cash. Unlike these conventional categories, alternative investments may encompass a range of options, including private equity or venture capital, hedge funds, managed futures, art and antiques, commodities, derivatives contracts, and even real estate. These types of investments can be complex and require specialized knowledge, which is why the team at Walter & Keenan Wealth Management is well-versed in these areas. Whether you're a seasoned investor or new to alternative investments, our advisors will provide the guidance and support you need to make informed investment decisions.