There are many perspectives we can take, but none more important than yours.
Who We Are, What We Do
Keenan Private Wealth Management is an independent wealth consultancy based in New York City. We offer personalized Financial and Retirement Planning services to individuals and families with significant wealth. Our clients include corporate executives, entrepreneurs and professionals.
Individual Needs are assessed over a period of the full lifecycle of investing, we are with you every step of the way.
Our Services Include:
Retirement Income Planning
Goals and Needs Assessment
Budget and Expense Management
Asset Allocation & Portfolio Optimization
Free Analysis of Existing Investment Accounts
Investment Management Consulting
Social Security Optimization