There are many perspectives we can take, but none more important than yours.

Financial, Retirement & Investment Management

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

PHONE: 646.274.1266

Keenan Private Wealth Management