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We work best with three distinct generations of individuals and families and specialize in helping three specific niches within those generations. We will work with others outside of these parameters on a case-by-case basis; however, our skill set is best utilized within these demographics. 

Three Generations of Individuals & Families

  • Baby Boomers (born between 1946 and 1964)
  • Generation X (born between 1965 and 1979)
  • Generation Y, also known as Millennials (born between 1980 and 1995)

Three Niches

1. Physicians

From student loan repayment to disability insurance to negotiating that first big hospital contract out of residency, we are here to help custom-craft your plan. Physicians are in a spot to both enjoy a very comfortable lifestyle and true financial security; however, it starts with making the right financial decisions today!

2. Entrepreneurs

Business owners and entrepreneurs have very unique needs in regards to their financial planning. WealthKeel’s founder is a third generation business owner. Growing up, he observed the financial needs of countless business owners, and this was driving force behind the creation of WealthKeel. 

3. Young Professionals

Most of our significant financial decisions are made before age 40; however, most of the financial world wants to ignore you because you don’t have enough “assets” to manage. We wholeheartedly disagree. True financial planning while you’re young can have enormous impacts on your financial future.