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 in the Phoenix office and have a network of qualified professionals in both Canada and the US.

Our Fee-Only* compensation model enables us to promote your best interests at all times while avoiding any potential conflict of interest with commissions.  Our services are provided through a team effort of experts in the cross-border field.

* 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.