Keenan Private Wealth Management

Keenan Private Wealth Management is an independent wealth consultancy located in New York City, specializing in personalized financial and retirement planning services for individuals and families with significant wealth. Their clientele includes corporate executives, entrepreneurs, and professionals, with a focus on assessing individual needs throughout the entire lifecycle of investing.

The firm offers a range of services, including retirement income planning, goals and needs assessment, budget and expense management, asset allocation, portfolio optimization, and investment management consulting. They also provide free analysis of existing investment accounts and social security optimization to ensure comprehensive financial guidance.

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