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Why Work With Us

We work with people on an investment advisory basis, on wealth management or financial planning basis, or both. As a result of our opening discussion, we can determine the best way we can work together.

Working with Couples and Partners

Outside of infidelity, money is the leading cause of divorce. We help couples and business partners find common ground for having discussions about money.

  • Help couples and families discuss money.
  • Make sure you are compensated for your investment risk.
  • Get you thinking about what comes next.
  • Fix coordination gaps.
  • Collaborate with your other advisors

Strategies

We help you solve your challenges by combining multiple disciplines, like tax analysis, portfolio management, financial risk avoidance, employee retention, business transfer, and family wealth transfer. 

  • College funding strategies — how to position money so you and your children do not lose out on financial opportunities.
  • Social Security strategies — the best time to take social security for you, which might be different from your friends.
  • Financial Independence strategies — what do you have to do now to live a long life without fear of outliving your money.

Who Works With Us?

We work with people who need our help.

  • Individuals who are looking to see how to make their money last for the rest of their lives.
  • Families who must work together to save and invest money, as well as take care of one another in case of the unexpected.
  • Not-for-profit organizations — looking for inexpensive ways to attract and retain key people, so the organization can focus its attention on doing good works rather than competing for scarce talent.
  • Business owners looking to receive the most money they can for the business they dedicated their lives building.

We Help You Master Your Financial Universe

You are not alone in this. We help you imagine what your future will look like, one that will bring you joy and purpose. Then we help you figure out how much that future might cost, and whether you will have enough to afford it, in good times and in bad. We examine whether you will survive the various risks in life such as living too long, dying too soon, or getting sick along the way. We come up with recommendations to help you achieve your goals. We test your strategy under various conditions such as changes in markets, interest rates, or inflation. Then we help you implement your strategy, for, without implementation, all else is a waste of time.

We enable people, through the KeyAMS Strategic Wealth Process, to reduce stress, achieve harmony, and gain greater joy from working together toward shared goals. We help them engage in a discussion called “The Second Conversation,” the deep dive into issues often left unsaid. This enables them to then use the tools we provide to balance the tradeoffs necessary to achieve their goals.

What is our Specialty?

KeyAMS is a wealth manager who provides analytical people such as yourself – a physician, engineer, scientist, et al. -- with financial planning, portfolio construction, and investment management, so you can live your life according to a plan.

Sample Financial Plan
Online Calendar Scheduler
Call
Face to face meeting.
Meetings held in private places

Case Studies

Financial Independence Planning

Planning for financial independence is time-consuming and mentally taxing. Using our experience, along with the latest technology, we can help you consolidate your information and track your results, so you always feel in control of your finances. Then, not only will you know where you are today, but you and your family will see how close you are coming to your ideal future.

 

We use a financial planning process that touches on every aspect of your life. This is the real deal. This is high-level, professional, financial planning. Our goal, within three to six months, is to have you confirm that you have realized exceptional value as a result of our process. who provides analytical people such as yourself – a physician, engineer, scientist, et al. -- with financial planning, portfolio construction, and investment management, so you can live your life according to a plan. You are a busy professional, who could do all this yourself, but you choose to delegate some of this to an organization that specializes in financial and investment planning. You also may already have advisors, such as attorneys, accountants, brokers, insurance agents. We help you coordinate your other advisors, and we collaborate with them to achieve your goals. We will help you quantify issues through the use of economic modeling; which will help you build a solid financial foundation for analyzing the decisions you will later make. We will also help you discover and discuss the qualitative issues that influence your decision making.