top of page
OUR SERVICES

Investment Management
Customized Investment Strategies
Full Spectrum Investment Platform
Non-Traditional Investment Expertise
Retirement Planning
Retirement Income Strategies
Retirement Investing
Tax Optimization Strategies
Executive Compensation
Equity Award & Deferred Comp Utilization
Tax & Cash Flow Coordination
Investment & Tax Deferral Integration
Tax Planning
Cash Flow Analysis
Proactive Tax Planning
Niche Tax Strategies
Estate Planning
Wills/Power of Attorney/Health Care Directive
Gifting Strategies/Philanthropic
Estate Tax & Asset Protection
Insurance Analysis
Annuities
Life Insurance
Health/Disability/Long-Term Care/Liability
Integrated Wealth Management - Adding Alpha
Keen Capital's integrated wealth management process, of which investment management is an important component, adds a significant amount of quantitative and qualitative economic benefit (Alpha) for our clients.


The Complete Financial Picture
Keen Capital works with your other financial professionals and providers to coordinate your wealth

bottom of page