PHONE: 646.274.1266

A Journey of Discovery

Dynamic Wealth Optimization™

Financial, Retirement & Investment Management

Who We Are & What We Do


Keenan Private Wealth Management is an independent wealth consultancy firm based in New York City.

Our mission is to enhance, protect and sustain our client’s wealth over the full lifecycle of investment.

Our Services Include:

Financial Planning

Retirement Planning

Investment Management

Wealth Management

We provide white glove services to high net-worth clients, including young professionals, corporate executives, entrepreneurs, retirees and their families.

Keenan Private Wealth Management