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

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.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.