If you want to do more good for the world with your money, we will help. We have worked with many charitable trusts, foundations, and endowments to manage funds for our clients. If you’re not sure how you want to use your money, we will also work with donor advised funds, which allow a sponsoring organization to operate & maintain your funds.
Charitable trusts are a great way to use your money to help causes while also receiving tax benefits. Our advisors will help clients navigate the financial requirements of setting up a trust, as well as provide ongoing management and oversight of the trust's operations. Our specific trust services include tax planning, investment management, and distribution of trust assets to designated charities. With a focus on personalized service and attention to detail, Walter & Keenan is committed to helping clients achieve their philanthropic goals while maximizing the tax benefits associated with charitable trusts.
Walter & Keenan Wealth Management offers a comprehensive Donor Advised Fund (DAF) management service that provides clients an efficient and effective way to manage their charitable giving. Our advisors will help clients establish a DAF, make contributions, and recommend grants to their preferred charities. Walter & Keenan works closely with clients to understand their charitable goals and objectives, providing personalized guidance and support to help them achieve those goals. With a focus on maximizing the impact of charitable giving and minimizing the administrative burden, Walter & Keenan's DAF management service is an ideal choice for clients who want to make a difference in their communities and beyond.
Walter & Keenan Wealth Management provides comprehensive services to manage foundations and endowments. Our advisors will help individuals and organizations establish a clear mission and vision for their foundation or endowment, and develop a customized investment strategy that aligns with their goals and values. We will also provide ongoing oversight and management of the investment portfolio, ensuring that it is optimized to generate long-term growth and stability. With a focus on transparency, communication, and collaboration, Walter & Keenan Wealth Management will help foundations and endowments make informed decisions, navigate complex financial regulations, and achieve their philanthropic objectives.
We take a customized, personal approach to managing your investments
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We take a comprehensive approach to help you plan for your future. To understand your wealth management needs we listen to what you want to accomplish, analyze your current financial strength and then build a personalized plan to help you reach your long term goals.
Our wealth management advisors can help you with our comprehensive suite of services designed to help you achieve your financial goals. Contact us today and let's start building your financial future.
