Make the most of your wealth

with high income investment strategies

As a high-income earner, a strategic investment approach is essential. It’s not just about what you make-it’s about growing and protecting your wealth in a smart, thoughtful, and tax-efficient way. That’s where we come in.

High income earners need a strategic investment approach

From handling the sale of your business to managing high personal taxes, our behavioral investment strategies
for high earners are focused on helping you keep more of your hard-earned money.

Navigating wealth after selling your business

After selling your business, managing the influx of capital can be overwhelming. We’ll help you create a plan to manage capital gains, minimizing tax impact while keeping your long-term goals in focus.

Smart moves for managing capital gains

We guide you through investment strategies to reduce the impact of capital gains taxes, so you can preserve more of your hard-earned profits.

Strategies to combat high personal taxes

Tired of watching your income disappear to taxes? Our approach helps high-income earners maximize tax-efficient investments, keeping more of your wealth where it belongs-working for you.

Avoid "shotgun" & emotional investment decisions

It’s easy to make emotional investment decisions when you’re juggling a high income We’ll help you avoid “shotgun” approaches by creating a clear, balanced investment strategy built around your goals.

It's not just what you earn- but how you grow and keep it

Here’s how we help:

Build a personalized investment strategy to meet your financial goals

Your financial goals are as unique as your lifestyle and aspirations. That’s why we don’t believe in cookie-cutter solutions. Whether you’re focused on growing your wealth for future opportunities, preserving it for your family, or a mix of both, we take the time to understand what truly matters to you. From there, we craft a tailored investment strategy designed to fit your specific financial situation, helping you reach milestones like retirement, family legacy planning, or that dream vacation home-all while making sure your money is working as hard as you do.

Take calculated risks without jeopardizing financial stability

Investing always comes with an element of risk, but not all risk is created equal and many risks are ignored. By defining risk, we help you identify which calculated risks make sense for your long-term stability. We’ll guide you through opportunities that have the potential for strong returns, without putting your financial security on the line. Whether it’s diversifying into new markets or seizing high-growth opportunities, we’ll help you make informed decisions that balance your appetite for growth with the need to protect what you’ve built.

Receive personalized guidance to navigate your investment journey

Investing can feel complicated, but you don’t have to do it alone.
Whether the market changes or new opportunities come up, we’re here to guide you through every step. We provide easy-to-
understand advice and help you stay on track toward your goals.
We’re not just here to give advice-we’re here to build a long-term partnership, making sure your investments continue to grow and adapt as your needs change.

Our white glove strategies for high income earners cover every angle

Our high net worth investment strategies blend smart tax planning, alternative investments,
generational wealth planning, and thoughtful asset management to help you grow and protect your
wealth for the long term.

Thomas and Katie and the staff are top-notch. We couldn’t ask for anything more. They are so smart, thoughtful, hard-working. Their strategies and approach to helping clients are the best. They really care. They communicate everything clearly and with precision. They are always there for you to address questions and doubts or confusion. And they’re just great people. Also, they are fun to meet with. You enjoy sitting down with them. I’m not the most knowledgeable person (by a long stretch) when it comes to finance and investing. They make it really accessible and less intimidating or overwhelming. So grateful for them. Thank you.

Kirk Kickligher & Leslie Pitner

We have trusted these wonderful people with our finances for close to 20 years and they have always come through for us. Knowing they have our backs is a great comfort! Thank you Thomas, Katie and all of your colleagues!

Dr. Thomas Edmonds

Great organization! Efficient from top to bottom!

Eddie Rodgers

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At KEEN Capital, we help you create a strategic investment plan designed specifically for your needs. We provide fiduciary advice that focuses on what truly benefits you—not just what sounds good. With our guidance, you’ll be set up for growth, protection, and long-term success.

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ADV Part 2 | Form CRS | Disclosures