KeatsConnelly, a Phoenix-based wealth management firm specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has purchased Cross Border Tax & Accounting, LLC (CBTA), which serves clients with international tax concerns and offers a full range of tax planning and preparation in both the United States and Canada. The acquisition makes CBTA a wholly-owned subsidiary of KeatsConnelly.
As part of KeatsConnelly, CBTA will now be able to offer financial planning and investment management to its current client base, and it will avail Keats the chance to advise a new market of cross border citizens.
“KeatsConnelly serves the high net worth client. With CBTA, we are making the move to address the needs of the middle market client in the cross border niche,” said Dale Walters, chief executive officer of KeatsConnelly.
CBTA will require its clients to posses a minimum of $250,000 in assets to manage, while Keats, Connelly currently requires its client posses $1 million in assets.
“Keats, Connelly received 300 inquiries in 2006, with only 10 percent being potential clients. CBTA will now be able to serve most of that remaining 90 percent,” said Walters.
About KeatsConnelly
KeatsConnelly is a wealth management firm with offices in Arizona, Florida and Michigan. The firm specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning through an integrated approach including: financial,
investment, tax, estate and business planning, as well as the detailed management of all financial records and accounts. Keats, Connelly and Associates’ fee-only compensation model enables the company to maintain its philosophy of promoting clients’ best interests at all times while avoiding any potential conflict of interest with commissions. For more information on KeatsConnelly, please visit www.keatsconnelly.com.
