About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Investment Management

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...
 

Succession Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably. Often times business owners are too absorbed...
 

College Planning

Like Retirement Planning, which has to commence long before you enter into retirement, college planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government-encouraged college...

Create an Investment Plan to Achieve Your Goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you.

In this short exercise, answer questions about yourself and your future objectives.

Then, request a consultation so that together, we can build a plan to help you get there.

Start Here

What is Blue Keel?

Blue Keel provides independent, fee-only financial planning advice to business owners, professionals, and their families.  We work with our clients to align their professional and personal goals so they can focus on the important things in life.

Clients get access to our comprehensive financial planning framework, as well as portfolio management services, to help attain – and maintain – their wealth.

With the appropriate financial plan and program, you can:

  • Better understand and control your cash flows and your business’ cash flows
  • Reduce taxable income and take advantage of overlooked tax-saving opportunities
  • Invest smarter to build lasting wealth
  • Manage debt more efficiently
  • Develop a Succession Plan for your business
  • Preserve your legacy

Blue Keel provides you with a fiduciary financial planner in Westport, CT to help you grow your wealth and live life on your terms today, while building a responsible plan for tomorrow. 

Click here to learn more about Blue Keel

Do you ever wonder where your money went?
Get organized so you can tell it where to go. Blue Keel can help.

Schedule a Free Consultation

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