Unlock Your Financial Potential

We believe there is a better way.  The need for professional retirement plan and investment advice - from an advisor you can trust - has never been greater.   Most investment advisors focus their entire marketing and retention efforts on trying to convince customers that they have a secret formula, magic bullet, or crystal ball. Often, the result is increased complexity and turnover so the advisor can appear to be doing sophisticated things behind a curtain of mystery. The result is that  clients pay the price in the form of increased fees, transactions costs, and taxes.  At my Wealth Key we started with the goal that investing doesn't have to be complicated to be profitable. You just need a knowledgeable financial advisor on your side who believes in delivering quality service, only without the high fees.  By breaking down complex financial topics and concepts, our clients gain the tools they need to make smart decisions that keep their finances on track toward the future they have been building for themselves and their families.

Fiduciary advice provided by professionals that are dedicated to providing exceptional service.  We work closely with our clients to understand their needs and provide tailored solutions. Advice in your best interest every time.

We provide a transparent, no-gimmick experience; starting by understanding the needs, goals, risk tolerance, and attitudes of each client. With emphasis on minimizing expenses, providing education, perspective and discipline. 

We believe this approach helps our clients have the best chance of reaching their goals.  

Intelligent investing starts with minimizing fees, which includes fees charged by mutual funds and investment advisors.  

The Securities and Exchange Commission (SEC) offers this advice regarding fees:   "Along with the other factors you think about when choosing either a financial professional or a particular investment, be sure you understand and compare the fees you’ll be charged."  

 At my Wealth Key  we control fees by recommending low-fee investments while still providing world-class investment advice, using industry-leading fund families. Our financial planning services rely on sophisticated software — the same software used by advisors charging many times our fees.