Walter Keenan Wealth Management

Walter & Keenan Wealth Management manages investment portfolios and provides financial consulting for high-net-worth individuals, family groups, endowments, and private foundations. The firm creates custom portfolios tailored to each client's specific goals and risk tolerance rather than using pre-packaged model portfolios. Investment strategies primarily focus on fundamental analysis, emphasizing dividend-producing stocks, value-oriented equities, mutual funds, and exchange-traded funds to provide growth and income. Portfolios are generally managed with the authority to make trades without asking first, though non-discretionary consulting is also available on a fixed-fee basis. In addition to investment management, Walter & Keenan offers general financial advisory services including retirement planning, tax planning, estate planning consultations, and specialized administrative support for foundation clients.