Keel Point LLC

Keel Point LLC, based in Brookfield, WI, specializes in tailored financial advisory services designed to meet the unique needs of individuals, families, and institutions. The firm offers a comprehensive range of solutions including private client wealth management, family office services, institutional asset management, and customized employee benefits planning.

Focused on strategy-based individualized options, Keel Point aims to help clients manage their wealth responsibilities while realizing their financial possibilities. With a commitment to delivering sophisticated investment management and fiduciary services, the company supports clients in building their future, securing their legacy, and fulfilling their missions.

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