Keating Wealth Management - Keating Agency Insurance
Call us today (860) 521-1420

Keating Wealth Management has been created to provide comprehensive lifestyle and wealth management services to clients and their families.

Our mission is to be advocate-focused and fully aligned to help our families achieve their unique goals—in lifestyle, wealth management, and legacy planning.

By understanding the complex needs of our families, we are able to provide a process and services that permit our clients to enjoy their lifestyle and nurture the next generations.

Our Office Locations

Glastonbury

294 New London Turnpike
Glastonbury, CT 06033

West Hartford Center

10 Arapahoe Road
West Hartford, CT 06107

Financial Planning and Strategies

Retirement Planning

Taxation

Business Planning

Investment Management

Investment Advice

Portfolio Management

Independent and Objective

Accumulation and Distribution

Asset Allocation

Wealth Accumulation

Distribution

Estate and Legacy Planning

Estate Planning

Legacy Planning

Charitable Giving

Coordination of Services

Lifestyle Services

Family Office Services

Comprehensive Guidance

Risk Management

Business Risk

Asset Protection

Insurance

This communication is strictly intended for individuals residing in the states of CT, FL, MA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Keating Insurance Agency.

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