Services

Comprehensive Financial Services

Every client’s financial situation is unique. No matter where you are on your financial journey, we offer personalized services to help you reach your goals.

Retirement Planning

Establishing "where you are today" and projecting "where you need to be" for your future self. Understanding current retirement savings rate, growth assumptions, and future budget is key.

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Self-Employed Retirement

Creating retirement accounts for small business owners that can create the ability to save for retirement and reduce current tax obligations.

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Children's Education Savings (529s)

529 (Educational savings accounts for minors) is one of the most powerful investment accounts. Funds will grow tax free, and if the future expense is paid toward education, all growth can be withdrawn tax free.

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Insurance

Identify & execute toward the need(s) for Term, Umbrella, Personal Liability, and potentially Whole Life Insurance.

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Budget Analysis

If monthly recurring savings is an issue, we will conduct a budget analysis on all expected income and expenses to identify opportunities to generate a higher future savings rate.

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Net Worth Analysis

Calculating total Assets and subtracting total debt(s) is a "health" check for your financial picture. This calculation also unlocks the ability to project future Net Worth values, using growth rate assumptions, in order to make well-informed long term financial decisions.

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Estate and Tax Planning

Estate planning provides clarity and a sense of comfort to ensure assets are protected. Taxes are a pivotal strategy with retirement planning. Utilizing a balance of pre tax, Roth, Social Security, Dividend, and other forms of income (pension, RMDs, etc), is the cornerstone of any retirement plan.

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Establishing Short & Long Term Financial Goals

Establishing short & long term financial goals provide a way for clientele to track their progress, create a sense of comfort that goals are being achieved, and provide on-going collaboration between the advisor and client.

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Keller Wealth Management partnership with Charles Schwab icon

Our Partnership With Charles Schwab

Keller Wealth Management partners with Charles Schwab, one of the largest and most respected custodians in the financial industry. Through this partnership, we are able to provide our clients with the stability and security that comes with having their assets held by a major financial institution, while still receiving the personalized attention and support of a dedicated advisor.

Importantly, this partnership does not increase costs for our clients. It simply ensures that their assets are protected by a globally trusted custodian while receiving tailored advice from Keller Wealth Management.

Testimonials

Hear From Our Clients

We’re grateful for the relationships we’ve built with our clients and the trust they place in us.

After having worked with William for the past 5 years, I cannot recommend him enough! William has helped our family get aligned on both short-term and long-term goals and made financial goal-setting not feel overwhelming. His guidance has been thoughtful, strategic, and always tailored to what actually matters to us. It’s rare to find someone who combines deep expertise with this level of integrity and personal care.

Isabel Liberis

I've worked with William for several years now and he has been so helpful with all my financial needs. He set a financial plan that allowed me to tackle purchasing a home, paying off my student loans, and setting aside money for my future retirement. He is personable and his advice is thoughtful, easy to understand and execute. Everything you could want in a financial advisor!

Annie Reuter

I have been using William for several years now. He is very easy to work with and trustworthy. He gives very helpful financial advice and I trust him with my funds. He really knows what he is doing and I highly recommend him!

Jennifer Andrews

If you are looking for an honest, trustworthy, knowledgeable Financial Advisor look no further, William Keller is your guy. He is GREAT to work with and was able to help assist us in setting up accounts for ourselves and our son. Having someone like William was extremely helpful. He explained everything perfectly and gave us all the options that best suit our families needs. We are very fortunate and grateful for all his hard work and dedication. If you need Financial Assistance, give William a shot. You won't be sorry- he is the BEST!!!!

Michelle Pirozzi

William is professional, knowledgeable and patient. William went out of his way to make sure I was educated and comfortable with my financial goals. I highly recommend him as a financial advisor.

S.D.
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Organize Your Financial Chaos

We offer a free initial consultation to get you started on the right track to reaching your financial goals. Fill out the form below to get started.

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