Keating Agency Insurance Wealth Management Division

Through our independent and objective process, we assist our families and clients with their unique wealth management and lifestyle goals.

Keating Wealth Management has been created to provide comprehensive lifestyle and wealth management services to clients and their families.

Our mission is to be advocate-focused and fully aligned to help our families achieve their unique goals—in lifestyle, wealth management, and legacy planning.

By understanding the complex needs of our families, we are able to provide a process and services that permit our clients to enjoy their lifestyle and nurture the next generations.

Financial Planning and Strategies

  • Retirement Planning
  • Taxation
  • Business Planning

Estate and Legacy Planning

  • Estate Planning
  • Legacy Planning
  • Charitable Giving

Investment Management

  • Investment Advice
  • Portfolio Management
  • Independent and Objective

Coordination of Services

  • Lifestyle Services
  • Family Office Services
  • Comprehensive Guidance

Accumulation and Distribution

  • Asset Allocation
  • Wealth Accumulation
  • Distribution

Risk
Management

  • Business Risk
  • Asset Protection
  • Insurance

This communication is strictly intended for individuals residing in the states of CT, FL, MA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Keating Insurance Agency.

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