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 admin@karenkeatley.com.

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This Office

7615 Colony Rd Ste 120 Charlotte, NC 28226-5001 Phone: (704) 540-5535 Fax: (704) 540-5535

Primary Office

7615 Colony Rd Ste 120 Charlotte, NC 28226-5001 Phone: (704) 540-5535 Fax: (704) 540-5535