Walter Keenan Wealth Management

Walter & Keenan Wealth Management, LLC, established in 2021, offers personalized investment advisory and financial services to high net worth individuals, family groups, endowment funds, and private foundations. Majority-owned by Mr. James F. Keenan, CFA, JD, the firm tailors advisory services to meet individual client objectives and risk tolerance, constructing and managing portfolios accordingly. Operating on a discretionary basis, the firm has the authority to buy and sell securities without prior client approval, though clients may impose restrictions. Investment strategies primarily involve fundamental analysis, focusing on dividend-producing stocks with a value orientation. Additionally, the firm utilizes mutual funds for exposure to small company stocks and international securities. Fees are negotiable and based on assets under management, with a fee schedule ranging from 0.50% to 1%. The firm also offers financial advisory services, including retirement, tax, and estate planning. Walter & Keenan does not charge performance-based fees and acts as a fiduciary, placing clients' interests first. The firm's Code of Ethics ensures compliance with laws and regulations, emphasizing client interests and prohibiting illegal acts. Clients receive regular account reviews, and the firm provides voting services for client securities. Walter & Keenan maintains client confidentiality and financial stability, with no bankruptcy history or prepayment requirements. For further details, visit www.adviserinfo.sec.gov or contact 574-289-5977.