KSW Wealth Management

Keyes, Stange & Wooten Wealth Management, LLC is a Registered Investment Advisor dedicated to providing comprehensive financial planning and investment management services tailored to the unique needs of each client. We believe in building long-lasting relationships grounded in trust and transparency, working collaboratively with our clients to help them achieve their financial goals.

As a client-focused firm, we prioritize understanding your individual aspirations, risk tolerance, and financial circumstances. Our team of experienced advisors leverages a wealth of knowledge and expertise to develop personalized strategies designed to maximize your wealth and secure your financial future. We take a holistic approach, considering all aspects of your financial life, from retirement planning and estate management to risk mitigation and investment management.

Our Commitment to Client-Focused Wealth Management

At Keyes, Stange & Wooten, we are committed to providing unwavering support and guidance throughout your financial journey. We believe in open communication and education, ensuring that you fully understand the rationale behind our recommendations and feel confident in your financial decisions. We strive to empower our clients by providing them with the knowledge and tools they need to make informed choices about their financial well-being.

A Team of Dedicated Professionals

Our team comprises a diverse group of highly skilled professionals, including certified financial planners, estate planning attorneys, and experienced investment advisors. Each member of our team is passionate about helping our clients achieve financial success and possesses a deep understanding of the complex world of finance. We leverage our collective expertise to provide comprehensive and tailored solutions that meet the specific needs of each individual client.

Our Services: Tailored Solutions for Every Need

We offer a comprehensive range of financial planning and investment management services designed to address the diverse needs of our clients. Some of our key services include:

• Wealth Management: We provide customized investment portfolios designed to align with your risk tolerance, financial goals, and investment horizon. Our approach combines careful asset allocation, rigorous due diligence, and ongoing portfolio monitoring to help maximize your long-term returns.
• Employer-Sponsored Retirement Plans: We assist businesses in designing and implementing retirement plans that are tailored to the specific needs of their employees. Our services encompass plan design, trustee review, compliance, and education to ensure your employees have a solid foundation for a secure retirement.
• Estate Planning: We work with clients and their legal counsel to develop comprehensive estate plans that protect their assets, provide for their loved ones, and minimize estate taxes. Our services include will preparation, trust establishment, probate avoidance strategies, and charitable giving planning.
• Risk Management: We help clients identify and mitigate potential financial risks, including those related to health, disability, and mortality. We provide guidance on insurance strategies, including long-term care insurance, disability insurance, and life insurance, to protect your assets and financial well-being.

We are dedicated to serving as your trusted financial advisor, providing personalized guidance, and helping you achieve your financial aspirations.