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

Alternative Investments

Market conditions have evolved. As a result, we believe that private markets may present opportunities that differ from those in the public markets. They can offer the potential to:

  • Enhance the diversification of your portfolio;
  • Implement strategies which seek to enhance returns;
  • And help you access a broader range of investment opportunities.

For these reasons and more, alternative investments can be central to how we serve clients. We believe alternatives are worth considering in many investors' portfolios.
Because alternative investments can be complex, they require an in-depth understanding to evaluate. Our team draws on the strength of our alternative investments platform to help us identify potential investment opportunities for our clients. Let's start a conversation if you're interested in learning more.

Insights

Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.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.