Wealth Management Services

KeatsConnelly goes above and beyond your expectations to provide you complete cross-border wealth management services to grow your wealth and enrich your lifestyle.

For the experts at KeatsConnelly it’s all about you and your family. We are totally and completely dedicated to ensuring your success and finding ways for you to more easily and simply achieve your work, family and life goals.

We serve the US and Canada from our offices in Phoenix, Arizona and Boynton Beach, Florida.

Our Fee-Only* compensation model enables us to promote your best interests at all times while avoiding any potential conflict of interest with commissions.

Contact us today at (800)678-5007 to learn more about why we’ve become the largest firm of our kind in North America and how we can help you.

* Fee-Only financial planning firms are compensated solely by their clients and do not accept commissions or compensation of any kind based on the products they recommend.

 

Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
Buying Real Estate in the US
This thorough financial, tax, and legal guide will help snowbirds understand the process, and make informed investments south of the border.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?
Crossing the Border?
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Upcoming Workshops
2017 - Phoenix, AZ
2017 - Palm Springs, CA
2017 - Naples, FL
2017 - Boca Raton, FL

WORKSHOP/SEMINAR DETAILS »