SEC CRD #801-22367
W K Wealth Management | Home Home Page About Services FAQ Blog Contact Us Login menu About Services FAQ Blog Contact Us Login How Can We Help You? I am looking for a new advisor. Services I would like to learn more about investment management. Investment Management I am interested in building a financial plan. Financial Planning I would like to learn more about Walter Keenan Wealth Management About us I am looking for a new advisor. Services I would like to learn more about investment management. Investment Management I am interested in building a financial plan. Financial Planning I would like to learn more about Walter Keenan Wealth Management About us Welcome About Walter Keenan Wealth Management Walter Keenan Wealth Management is an independent Registered Investment Advisor dedicated to acting in your best interest and providing you and your family the tools necessary to approach your financial future with confidence. 1982 One of the Region s First RIA Firms 20+ Average Tenure of Current Client Relationship 10 Average Number of Accounts Per Family 100% Customizable Portfolios Learn more about us Services 1 . Investment Management 1 . Investment Management 2 . Financial Planning 2 . Financial Planning 3 . Charitable Giving 3 . Charitable Giving 4 . Family Offices 4 . Family Offices Individual or Joint Accounts Retirement Accounts (IRAs, Roth IRAs, etc.) Education Accounts (529 Plans, Coverdell Plans, etc.) Customized Private Market Alternative Strategies Providing well-inf
JAMES F. KEENAN
CHIEF COMPLIANCE OFFICER
📞 (574) 287-5977
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$983M
Location
SOUTH BEND, IN
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.