We all want to “make it” in this world, but have you ever stopped to think about what that really means? For some, it may be the corner office and a vacation home. For others, it may mean helping the kids out with college and building wealth for a secure retirement. The truth is, you won’t “make it” unless you know what you’re trying to achieve. Otherwise, you’re just shooting at a target blindfolded.
Setting goals and putting your dreams into words is hard enough, but then you need to take steps to pursue them amid life’s milestones and challenges. Thankfully, you don’t need to do it alone. At Keystone Asset Management Strategies, we make it our job to help you get to where you want to go. I even wrote a book about taking a journey with someone else.[1]
Who We Are
KeyAMS is made up of a team of wealth advisors who are committed to helping their clients achieve financial independence so they can live their lives without worry. The foundation of all we do is “The Second Conversation,” a deep dive into your hopes and fears and desires that we use as a jumping-off point to align your values with your goals.
What We Do
Imagine a life where you can go on vacations, buy a new car, or help your kids purchase their first home, all without risking your financial future. Does it sound too good to be true? It’s possible, but it doesn’t happen by accident. That’s where we come in. We help you create a comprehensive financial strategy, based on your values, to turn your dreams into achievable goals. We develop a model of your life so you can see how likely you are to reach your goals and what needs to change to increase the chances of success. Then we work with other professionals, such as attorneys, brokers, and accountants, to put every piece of your plan into action.
The end result? Our goal is to help you become the master of your financial universe, so you can feel in control over what you give, how much you spend, and how and where you save.
Who We Serve
While we serve a diverse clientele, most are highly-educated professionals in the fields of science, engineering, technology, medicine, or are business owners, all juggling multiple demands on their time. We provide a concierge level of service so our clients can focus on things they enjoy the most and on which they will have the most significant impact.
We invest our time and energy to help couples manage their finances in a way that brings health to their relationship. Outside of infidelity, financial frustration is one of the leading causes of marital discord and divorce,[2] and we are passionate about reversing this trend, so both partners get on the same page, communicate well, and experience financial freedom together.
The KeyAMS Difference
You have plenty of advisors and firms to choose from, but we believe you will benefit from working with us. For one, we developed a process to uncover your needs and values. We call this, “The Second Conversation.” It takes that deeper dive into your hopes and dreams that you often are too busy to delve into yourself. We provide support during challenging times and celebrate your victories with you. Although not all our friends are our clients, all our clients become our friends.
Our Goal For You
Our mission, philosophy, process, and services exist for one goal: to give you the freedom to pursue your best life without worry or regret. You are not alone on your financial journey. If you want help to working on your dream of a joyful and purposeful future, contact us for a free, no-obligation consultation by calling 267-421-8272 x 1 or emailing DBarol@keyams.net.
About David
David Barol is president and wealth advisor at Keystone Asset Management Strategies with over 20 years of experience. He specializes in helping clients create a values-based financial strategy so they can turn their dreams into achievable goals. David earned his bachelor’s degree in political and social thought from the University of Virginia and obtained a master’s degree in public policy from the John F. Kennedy School at Harvard. He spent many years working at an economics consulting firm and then a public finance firm, making significant contributions to our society, including writing the war risk insurance policy used by the federal government during the Gulf War and creating economic models to measure the impact of infrastructure projects, most notably the project that led to the building of the airport in Hong Kong. He even ran for public office before beginning his career as a financial advisor. He earned his Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Certified Financial Planner™ (CFP®), and Behavioral Finance Advisor (BFA®) designations from The American College and loves doing his part to make our world a better place. To learn more about David, connect with him on LinkedIn.
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[1] The Long Green Tunnel by David Barol. Bala House Publishing, Bala Cynwyd. 2014.
(2) https://www.daveramsey.com/pr/money-ruining-marriages-in-america