KEATS, CONNELLY AND ASSOCIATES
NAMED TOP WEALTH MANAGEMENT FIRM
FOR SEVENTH CONSECUTIVE YEAR
KeatsConnelly, a wealth management firm headquartered in Arizona that specializes in managing the complexities of accumulated wealth and US/Canadian cross-border planning, has been named one of the top wealth management firms in the country by Wealth Manager Magazine, as part of its Seventh Annual Wealth Manager “Top Dog” report. Keats has been honored each year since the list’s inception.
According to Wealth Manager, to be considered firms must be registered independent advisors with their own IARD/CRD numbers and must offer financial planning services. Additionally, at least half of each of the firm’s clients must be high net worth individuals as defined by the SEC.
“There are many outstanding wealth management firms across the nation, and we are honored to be included among them,” said Dale Walters, CPA, PFS, CFP®, chief executive officer for Keats, Connelly and Associates. “We feel that our success is due to our culture of ethics and looking out for our clients’ best interest at all times. This has led to tremendously loyal clients and employees.”
Other Arizona wealth management firms named to the list include Inlign Wealth Management, Oxford Investment Partners, Ironwood Investment Counsel, Rowland Carmichael Advisors, Strategic Wealth Advisors, Camden Financial Management, PacWest Financial Management, Stellar Capital Management, Jacob Gold and Associates and Hoffman and Hock.
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’s 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.