Keatley Wealth Management, LLC
Keatley Wealth Management, LLC provides comprehensive financial planning and investment management utilizing tax-efficient, globally-diversified investment portfolios. At Keatley Wealth Management, we start by getting to know you, your concerns, your values, and your aspirations. We de-mystify the investment process and bring clarity to your situation, helping you to make informed decisions, avoid costly mistakes, and make the most of your financial resources. We also offer planning and advice regarding executive compensation, including stock option plans. Karen R. Keatley, CFA, CFP(R) has a BA from Lehigh University, an MBA from Duke University. For more information, please visit www.karenkeatley.com or email firstname.lastname@example.org.