Keel Point is a client focused money management firm with a financial planning platform. We act as CFO for your family to help ensure your money is earning the most it can within your desired paramet
We offer employees and individual investment & insurance benefits that you need for your future. Lighthouse Services is a beacon of light.
Financial Services - Investment Management
We are trusted partners with the individuals, families and businesses we serve while providing financial advice and investment guidance as true fiduciaries.
Services Include: Business Sales and Valuations, Retirement Plans, Personalized Wealth & Investment Management for Business Owners, Risk Management, Banking & Lending Solutions, Insurance & Annuities
Our mission for each client is to continue making the complicated world of investing easier to understand, listen with compassion to what the client wants and needs and provide a high level of service
We work with business owners, professionals, engineers and government employees. Our team leverages leading digital tools to provide real time answers while also providing personal, customized advice.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals.