KeatsConnelly, a wealth management firm in the Biltmore area specializing in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named a recipient of the Award for Excellence in Corporate Volunteerism for companies with 50 or fewer employees for its ongoing commitment to the community. The event, held at the Marriott’s Camelback Inn & Spa on April 19, rewards employee and retiree volunteer efforts among companies in Maricopa County.
“Last year, our 24 employees contributed more than 1,900 hours of community service. That is nearly seven hours a month, per employee,” said Dale Walters, chief executive officer of Keats, Connelly and Associates. “When I think about our office, I think about how many causes we have worked on as a team including Habitat for Humanity, the Ronald McDonald House, breast cancer awareness, blood drives, the Phoenix Children’s Hospital and so many more. I could not be prouder of our team.”
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 Keats, Connelly and Associates, please visit www.keatsconnelly.com.