Build your wealth with KEEN Capital

At KEEN Capital, we’re fiduciaries. That means we’re legally and ethically required to act in your best interest, always. We don’t sell annuities or investment products. Instead, we help you create real plans that generate steady, tax-aware income in retirement.

Our team includes CFP and CFA professionals, so you get the full picture: smart financial planning, disciplined investing, and advice that’s built around your life.

If you’re high net worth earner who...

balancing investments

Struggles to filter investment advice that’s not the right fit for you

Generational Wealth Management

Regrets past investment decisions and wants to avoid repeating mistakes

Wealth Management

Feels like you’re leaving money on the table with uncoordinated investments

For nearly 20 years, Keen Capital has been helping 
high net worth individuals amplify their wealth

At Keen Capital, we’ve spent two decades working with high-income earners to grow and protect their wealth. Our smart and integrated investment strategies work seamlessly together, focusing on maximizing after tax results. Our clients trust us to help them build a secure financial future for themselves and their families.

Investment Wealth Strategists
Investment Strategies
Investment strategists

We’re hands-on investment strategists who offer more than investment advice

We don’t just drop you into a cookie-cutter investment model and walk away—we’re with you every step of the way. Our team takes the time to understand your financial goals and builds a plan tailored to you. With both CFP and CFA professionals on staff, we bring depth and clarity to every part of your strategy. We focus on making sure every part of your strategy is working together so you can feel confident about your financial decisions.

WHAT WE DO

Our investment strategists handpick your investment portfolio aligned to your goals and values

Our investment strategists don’t just give you generic advice. We carefully select investments that align with your personal goals and values. Whether you’re focused on growth, income, or preserving wealth, we’ll design a portfolio that’s uniquely yours, ensuring your money works as hard as you do.

YOU NEED...

Balanced Risk Vs. Reward Assets

Investing shouldn’t feel like gambling. We help you find the right balance between risk and reward so you can grow your wealth without unnecessary stress. We’ll guide you through smart investments that fit your financial situation, ensuring your portfolio has the right mix to protect your future while still reaching for your goals.

YOU NEED...

A Strategy for Your High Income

As a high-income earner, you face unique financial challenges, especially when it comes to managing taxes and making the most of your earnings. Our team specializes in creating strategies that help you keep more of what you earn while investing wisely for long-term growth.

YOU NEED...

Smarter Tax-Advantaged Investments

Nobody likes to overpay on taxes. We’re experts at finding tax-advantaged investment options that reduce your tax burden while still aligning with your financial goals. Our focus is on minimizing financial waste and avoiding unnecessary tax penalties, so you can concentrate on growing your wealth—not worrying about what’s owed to the IRS.

YOU NEED...

Generational Wealth Advising

Planning for the future doesn’t stop with you. We help you create a clear strategy that protects your wealth for future generations. From determining what’s yours to enjoy now and what’s for your family later, we’ll guide you through investing for long-term security and success. Our goal is to ensure your legacy lasts.

YOU NEED...

A Retirement Income Plan That Holds Up

You shouldn’t have to buy an annuity to feel confident about your future. We help you plan for reliable, tax-aware retirement income without locking your money into products that don’t fit. When markets dip, you won’t have to ask if your next withdrawal is still possible. During the last round of tariffs, one client checked in about their monthly income. We had four years of distributions already mapped out. That’s the kind of calm, forward-thinking planning we aim for.
KEEN Capital investment strategists
WHY WE’RE DIFFERENT

Finally—hands-on investment strategists you’ll actually enjoy working with.

Get The Human Side of Investing

We understand that no two investors are alike. That’s why we take the time to get to know your unique situation, values, and goals. Our approach is never one-size-fits-all because we believe in creating custom portfolios that truly align with your financial journey.

Break Away
from the Crowd

We don’t follow trends just for the sake of it. Instead, we use data from millions of market participants to enhance the likelihood of long-term results. Our portfolios might not look like everyone else’s, but they are designed for long-term success without the stress.

Leverage Technology,
Backed by Human Insight

We leverage the latest technology to make informed investment decisions, but it’s our personal insights, hands-on approach, and disciplined strategy that set us apart. We combine the best of both worlds—data-driven processes with human intuition.

WHO WE WORK WITH

We work with high net worth individuals seeking more than a standard approach to investing

We partner with high net worth individuals who want more than just a standard investment plan. Our clients are looking for personalized, strategic guidance to help them grow, protect, and manage their wealth.

If you’re a high income professional

You’re earning at the top, but managing your wealth effectively requires a tailored approach. We help you make smart, tax-advantaged investment decisions that fit your unique financial situation.

If you’ve just sold your business

Selling a business is a major milestone, and now you need a strategy for what comes next. We specialize in helping you manage your newfound wealth, develop tax -smart strategies, and plan for your future.

If you’re planning for generational wealth

You’ve built something valuable, and now it’s time to think long-term. We help you create a strategy that ensures your wealth is protected, passed on, and grown for generations to come.

Your investment strategy deserves more than a standard approach

At KEEN Capital, we help you grow and protect your wealth with a personalized approach. Let’s create a plan that works for you.

Schedule your first introductory call

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