Alexandra Keelty, CFP®, GFP (USA)

Corient
Wealth Advisor
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Professional Details

Countries of Focus

United States, Canada

Specialties

Planning for High Income Earners, Retirement Planning, Professional Women

Business Description

We help wealthy individuals and families of all types who are looking to enjoy a full life, preserve their wealth for future generations, and provide for the people, causes and communities they care about.

Ideal Clients
We do our best work for individual clients and families with assets between $1M-$20M. We have a very deep bench of expertise (CFPs, lawyers, accountants, etc.), and can help clients through every stage of life.
Ways Advisor Charges

Percentage of Assets Under Management

About

Alex is a Wealth Advisor for Corient based out of Chicago, with close ties to Toronto, Ottawa, and Montreal. She specializes in helping individuals and families meet their financial goals.

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