top of page

Set Your Path

Keen Capital serves as your 

Wealth Advocate

partnering with you to chart a course to financial success

As an independent, fee-only wealth management firm, Keen Capital provides distinctive solutions to help those who seek a sound financial future.

Learn more about how we define wealth management and why it’s so important to develop the right partnership.

What keeps you from seeking the best path to the soundest financial future?

Is it:

  • a lack of market knowledge?

  • fear of making the wrong financial decisions?

  • a reluctance to trust others with securing your investments?

  • an inability to sacrifice the time to manage your investments?

Keen Capital will:

  • use extensive market knowledge to assess your personal financial situation and identify clear objectives.

  • resolve obstacles that keep you from achieving financial independence.

  • strategize a suitable plan with you and your family in mind. 

  • monitor your investments so you don't have to.  

All of this while adhering to the highest fiduciary standards:

  • Serve the client's best interest

  • Act in utmost good faith

  • Act prudently - with the care, skill, and judgement of a professional

  • Avoid conflicts of interest

  • Disclose all material facts

  • Control investment expenses

  • LinkedIn Social Icon
  • Facebook Social Icon
Anchor 1
bottom of page