INDEPENDENT FIDUCIARY FINANCIAL PLANNING
You know how to roll up your shirtsleeves when that’s what it takes. You also know there are other keys to success. You work hard, but you work smart too. Shouldn’t your wealth work in the same way? At Key Wealth Partners, LLC, we want to help you define, gather and preserve what is yours. It’s about more than just your hard-earned money. It’s about the desired lifestyle that smart investing can enable.
At Key Wealth Partners, our uniqueness can be found in our name. As the trusted partner in your financial journey, we are dedicated to your financial success above all. That commitment is embedded in the very structure of our firm.
Corporate parents too often have an agenda that can conflict with yours. That’s why we’re committed to independence.
Sure, we serve our clients with a robust platform of world-class investments and technology, just like the big Wall Street firms do. But unlike them, we provide completely unbiased advice—and we answer to our clients alone.
We’re serious about your success. That’s why comprehensive financial planning is central to our approach. As a Certified Financial Planner™ firm, we apply a wealth of knowledge in helping you protect, grow and translate your assets into a life of security and fulfillment.
A HIGHER STANDARD
Most advisors operate under an ethical standard (the suitability rule) that we believe leaves far too much room for conflicts of interest. Key Wealth Partners has deliberately chosen to operate under the fiduciary standard—which requires the highest level of client care. As fiduciaries, we are legally bound to place your interests ahead of ours at all times.
OPEN AND TRANSPARENT
We pride ourselves on being open and accountable about everything that matters to you. That commitment starts with our compensation: As a fee-only advisor, we never accept sales commissions, and our fees are completely transparent.
The same transparency applies to everything in your investment portfolio and every single piece of advice we offer. We never, ever leave our clients in the dark.
That brings us to the other part of our name: Key. We firmly believe that working with a knowledgeable, experienced and trusted partner is the key to achieving financial success.