Fidelity is one of the leading investment and financial services companies in the world. Fidelity provides a full range of trading services and broad custody and reporting services. They administer clients’ assets via the power and operational experience of one of the strongest brokerage platforms in the business. Fidelity is the custodian for many of our clients at WealthKeel.
WealthHarbor is your all-inclusive financial planning portal, which allows you to link all of your investments, bank accounts, liabilities, risk management and more to one central secure website. WealthHarbor will amplify your financial experience and become your one-stop financial harbor.
Black Diamond provides innovative and dynamic portfolio management and reporting of your accounts delivered through an easy-to-use web-based application. Black Diamond provides performance reporting for advisory clients of WealthKeel.
Vicus Capital, Inc.
Vicus is a federally Registered Investment Advisor that provides asset management services through open architecture platforms, third party money managers and proprietary platforms. In addition, fee for service financial planning and consulting are provided as well. Vicus Capital provides many of the investment platforms at WealthKeel.
Cetera Advisors Networks is a world class broker-dealer that was founded in 1983 as Financial Network Investment Corporation. Cetera provides the broker-dealer support that allows WealthKeel to best serve you.
Partners Financial Group
Since 1960, PFG has evolved into a powerful national financial services company with over 150 registered associates, including attorneys, financial planners, insurance experts, and accountants. As an independently managed producer group, PFG has built their success by putting service and long-term relationships as top priority. Their efforts assist financial advisors in designing and implementing detailed wealth and security strategies to help their clients accumulate, protect, and transfer wealth.