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We invite you to discover what sets Keystone Asset Management Strategies (KeyAMS) apart from other financial advisory firms.

Our Mission

Keystone Asset Management Strategies is a wealth adviser for a select group of successful people who are approaching financial independence. We create and implement financial strategies to help our clients achieve and maintain their financial independence, regardless of the risks that may befall them.

Our Vision

We envision our clients living their lives without worry over money, regardless of what obstacles they may face, with the ability to leave their wealth behind in the manner they choose to family, friends, and good works.

The Key Pieces of a Sound Financial Plan

All of our plans include a comprehensive evaluation and analysis, along with recommendations, in one or more of the following areas:

Estate Planning[1]
Estate taxes can significantly shrink the size of your estate. We provide advice on issues including property ownership, distribution strategies, estate tax reduction techniques. We help you prepare for your meetings with attorneys and with the subsequent work involved in implementing your estate plan.

Business Owner Planning
If you are a business owner, we help you with financial techniques to recruit, retain, and reward employees. Whether you decide to keep or sell your interest at death, disability, or retirement, we assist you in retaining its value for you and your family.

Financial Independence
With retirement often lasting more than twenty years, many of our clients are afraid they may outlive their money, especially with challenges such as higher inflation, uncertain markets, or a looming health issue. We’ll help you choose the appropriate techniques to accumulate wealth for retirement and offer sound alternatives for asset allocation and income distribution following retirement.

Investment Planning
In today’s economic environment, obtaining investment information is easy; actually applying this information to investments that are suitable for you is much more difficult. We assist you in identifying your investment objectives, evaluating your risk tolerance, analyzing your current portfolio, developing an appropriate asset allocation strategy, and recommending various alternatives tailored to help you meet your individual needs and goals.


[1] Securities America. and its representatives do not provide legal or tax advice. We encourage you to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.