PHILADELPHIA, April 16, 2019 /PRNewswire/ -- This month, WealthKeel LLC, a financial planning firm based in Philadelphia, is celebrating four years of serving busy, high-income Generation X and Generation Y professionals around the country.
In April of 2015, WealthKeel LLC opened its doors in Philadelphia. Today, WealthKeel advises a wide range of clients, including several of the nation's up-and-coming physicians and attorneys. WealthKeel serves 75 households on an ongoing basis, and 10-20 on an annual, one-time basis, to help pursue their goals of financial independence by becoming their family CFO.
WealthKeel prides themselves on not only serving high-income families and individuals, but also offering advice to others in need of financial services.
"Our company not only takes pride in tackling complex planning issues common for our client base, but for the community," said Chad Chubb, CFP®, Founder and Director of Navigation at WealthKeel LLC. "We offer gratis advice to young physicians with their student loans via The White Coat Investor Form. We also offered complimentary consultations to furloughed workers during the government shutdown."
WealthKeel's client base includes several prominent physicians and attorneys, who often come to the company with complex planning issues due to extreme student loan debt.
"At WealthKeel, we craft simple, actionable financial plans for our clients," Chubb said. "We know that these high-income professionals can be overwhelmed by the complexities of their finances. What we want to do is free up their time and energy to focus on their families and what they love most."
For media inquiries, please contact Gabrielle Meunier at (866) 225-0920 ext. 104 or [email protected]
Advisory services offered through Vicus Capital, Inc., a Registered Investment Advisor. Chad Chubb is a Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Gabrielle Meunier is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Gabrielle is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Branch address: 601 WALNUT ST, STE 1200, #38, PHILADELPHIA, PA 19106
WealthKeel is a flat fee, fiduciary, financial advisory firm in Philadelphia. We craft actionable financial plans for busy professionals with ongoing guidance. To learn more about the company, visit their website at wealthkeel.com or follow on Twitter @WealthKeel.
866-225-0920 ext. 104
SOURCE WealthKeel LLC