Keel Wealth Management LLC

Keel Wealth Management LLC is an investment advisory firm based in Austin, TX, offering a range of services including investment management, estate planning, retirement planning, family office coordination, education funding, and charitable gifting strategies. With a focus on building durable, multi-generational financial security, Keel Wealth Management aims to develop customized strategies that align with clients' risk tolerance, capital needs, and return expectations. Led by founder Scott Zodin, the firm emphasizes empathy, trust, and open communication to foster positive, lifelong relationships with clients.

Keel Wealth Management, LLC, founded by Scott Zodin, is a leading investment advisory firm in Austin, TX. With a team of experienced professionals, the firm provides fully customized investment portfolios, estate planning services, retirement planning solutions, family office coordination, education funding strategies, and charitable gifting guidance. Keel Wealth Management takes pride in its commitment to understanding clients' aspirations and helping them achieve their financial goals in a durable, multi-generational manner. With a focus on empathy, trust, and open communication, the firm seeks to build positive, productive, and lifelong relationships with its clients.

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