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About Keenan Private Wealth Management

As one of the nation’s leading independent investment management firms, we specialize in serving individuals seeking the comfort and satisfaction that comes from entrusting their assets to professionals with a shared stake in their future. That’s because Keenan Investment Management is not influenced by interests that may compete or conflict with what’s best for you. We are a fee-only firm, and our one goal is to help plan your financial future with reason, intelligence and objectivity – all to try and ensure that your goals will be reached in the right time. We concentrate at growing and preserving your assets by working with the very best money managers in the country. We provide: Financial Advice Risk Management Asset Allocation Wealth Management Tax Planning Retirement Planning Estate Planning In conjunction with the investment advisory services we provide access to investment management resources via our relationship with with Lockwood Advisors which is wholly owned by Bank of New York / Mellon Bank and affiliated with Pershing LLC.

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