About William McGuinn & Brian Keenan

Let us help you grow more than wealth

Our team works closely with high-net-worth clients and institutions to navigate volatile markets and build bespoke strategies within the context of their goals, objectives and risk tolerance. We value openness, integrity and diligence.

Wealth management approach
Our holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. We combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:

  • Accumulating wealth – From realizing your dreams to building the lifestyle you envision for your family, we help you grow your wealth in order to provide the resources necessary to accomplish what matters most to you.
  • Protecting your assets – Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning services and insurance options will help you feel secure about the future.
  • Creating an income stream – Achieving the lifestyle you've envisioned in your retirement means having a steady income stream during those years. We develop a customized plan that helps you anticipate adjustments and build confidence in your future.
  • Wealth transfer – Beyond building and enjoying your wealth, we work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy.

We look forward to telling you more about our wealth management approach and how we can help you achieve your goals.

Meet Our Team

Insights

Outlook

5 actions investors can take now

June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook

May 2024 CPI report: Inflation may be moderating

June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook

June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024

June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.