The Pavilion 261 Old York Road
We provide comprehensive wealth planning and wealth management services carefully designed and delivered to help our clients build sustainable wealth for retirement and beyond. We help our clients maximize the effectiveness of their financial resources over time to achieve personal financial success.
We are delighted that you are considering us as a potential partner in working towards your long-term financial success. We welcome the opportunity to demonstrate a more effective way to manage your wealth.
As an independent practitioner in matters of personal finance, we can proudly say, "We work 100% for the benefit of our clients as a fiduciary". We do not sell investment products nor do we accept commissions, sales loads, or hidden fee arrangements of any kind as compensation for our services. Virtually all of the compensation we receive is paid to us directly by our clients. Therefore, we have no divided loyalties.
We believe our fee-based compensation model and client centered approach is the most effective way to provide our clients the level of transparency and objectivity required to be considered their most trusted adviser.
Our clients are not required to move their assets in order to work with us. Clients are free to use their current custodian, our preferred custodian, or employ multiple custodians.
Please feel free to contact me directly if you would like to learn more about our services. I look forward to meeting you. I am confident we will earn the opportunity to work closely with you over time as your partner in financial success.
Keith Donnell: (215) 782-1877 or email@example.com or https://calendly.com/keith-donnell to schedule a consultation.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.