Keatley Wealth Management provides comprehensive, fee-only financial planning and state-of-the art investment management that isn’t tied to the sale of financial products.
As a fiduciary financial advisor, we are ethically bound to act in our clients’ best interests.
At Keatley Wealth Management, we start by getting to know you, your concerns, your values, and your aspirations by. We de-mystify the investment process and bring clarity to your situation, helping you to make informed decisions, avoid costly mistakes, and make the most of your financial resources.
We integrate expert Charlotte financial planning with experienced investment management and take a collaborative approach with our clients to develop investment portfolios appropriate for their unique situations.
With a well-conceived plan and a sound investment strategy, you can be prepared to profit from long-term growth opportunities and also to weather short term storms. By taking the appropriate amount of risk for your long term goals and having adequate liquid resources in safe investments, you will be better able to cope with volatility and bear markets.
Keatley Wealth Management, LLC
7615 Colony Road, Suite 120
Charlotte, NC 28226
Phone: 704-540-5535
Fax: 704-323-4130
Directions to our Office
