At Blue Keel, we’re experts at helping business owners and professionals who want to maximize after-tax income, fund their children’s college education without robbing retirement, and align their own needs with passing on a legacy.
To help you stay committed to managing your wealth plan and avoid emotion-based decisions, we incorporate 6 VALUE PRINCIPLES into our rigorous financial planning, portfolio management, and college funding processes: Organization. Accountability. Objectivity. Proactivity. Education. Partnership.
Our portfolios provide diversified strategies, tax-efficiency, easy liquidity, and unparalleled transparency – and cost less than the average mutual fund. And we own every investment in our model portfolios for total alignment.
55 Greens Farms Road #200-69
Westport, CT 06883