Keller Wealth Management LLC
Providing Financial Advice & Asset Management
KWM's Background & Purpose
"Fee-Only" Registered Investment Advisor
Keller Wealth Management LLC was founded in 2020 as a 'Fee only" registered advisor. KWM has a Fiduciary duty to its clients, meaning we must put clientele's needs above all else.
KWM's purpose is to provide clients the ability to meet their financials goals, stabilize their financial "chaos" and accumulate wealth.
Why work with Keller Wealth Management?
Clientele will be educated on the fundamentals of personal finance
Build long lasting relationships, founded on trust
Tailor Made investment plans & Goals
Achieve financial stability
Service Offerings
The Guidance You Need
Introductory Consultation
The introductory meeting is a way for us to get to know you and understand where we can help. We will conduct a client profile and answer any questions you may have.
Strategic Planning Session
We will cover all the different strategies, planning, and additional details it will take so that you can achieve your financial goals.
On-going Services
Asset Management
Net worth Analysis
Budgeting Recommendations
Retirement Strategies
Tax / Risk Assessments
Owner & Chief Compliance Officer
William D. Keller III, MBA
William, an investment advisor representative, runs Keller Wealth Management's day to day operations.
William received his MBA degree in 2018 from Rutgers University and a Bachelor's degree in 2013 from Seton Hall University.
A husband and father in northern New Jersey, William spends his free time with family and friends. He also enjoys playing music on the weekends.
Custodians
Custodians KWM LLC is partnered with:
Charles Schwab
Altruist
Are you interested in a free appointment?
28 Crescent Dr, Whippany, NJ, 07981
201-787-9487
Disclosures
Form ADV Part 1 & Part 2A
Please see the following links to Keller Wealth Management LLC's Disclosure Brochures: