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Charlotte Financial Advisor - Keatley Wealth Management

Keatley Wealth Management, LLC, is a fee-only financial planning firm located in Charlotte, NC. Karen Keatley MBA, CFA, CFP® established the firm to provide superior long-term investment strategies and financial to individuals and families.

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CONTACTS AT KARENKEATLEY.COM

Keatley Wealth Management, LLC

Karen Keatley

3514 K●●●●●●ade Ct

Cha●●●tte , North Carolina, 28226

United States

704●●●535
ka●●●@karenkeatley.com

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Keatley Wealth Managment, LLC

Karen Keatley

3514 K●●●●●●ade Ct

Cha●●●tte , North Carolina, 28226

United States

704●●●535
k_●●●●●●●@bellsouth.net

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Charlotte Financial Advisor - Keatley Wealth Management | karenkeatley.com Reviews
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Charlotte Financial Advisor - Keatley Wealth Management | karenkeatley.com Reviews

https://karenkeatley.com

Keatley Wealth Management, LLC, is a fee-only financial planning firm located in Charlotte, NC. Karen Keatley MBA, CFA, CFP® established the firm to provide superior long-term investment strategies and financial to individuals and families.

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1

Charlotte Financial Advisor - Jenny Martella | Charlotte NC

https://www.karenkeatley.com/who-we-are/jenny-martella

7615 Colony Road, Suite 120. Charlotte, NC 28226. P: 704-540-5535 F: 704-323-5434. What Makes Us Different. Thoughts from Karen and Jenny. Links That We Like. Karen and Jenny in the News. Comprehensive Financial Planning Services. How we do it. Customized Portfolio Design and the Investment Policy Statement. On-going Monitoring and Rebalancing. Retired and Thinking about Retirement. Executives Who Have Equity-Based Compensation. Map to Our Office. Jenny I. Martella, MBA, CFP. Jenny lives in Charlotte, No...

2

Charlotte Financial Planning | Fees

https://www.karenkeatley.com/what-we-do/our-fees

7615 Colony Road, Suite 120. Charlotte, NC 28226. P: 704-540-5535 F: 704-323-5434. What Makes Us Different. Thoughts from Karen and Jenny. Links That We Like. Karen and Jenny in the News. Comprehensive Financial Planning Services. How we do it. Customized Portfolio Design and the Investment Policy Statement. On-going Monitoring and Rebalancing. Retired and Thinking about Retirement. Executives Who Have Equity-Based Compensation. Map to Our Office. 100% on the first $1 million. 75% for the next $2 million.

3

Charlotte Financial Planning | Implementation

https://www.karenkeatley.com/how-we-do-it/implementation

7615 Colony Road, Suite 120. Charlotte, NC 28226. P: 704-540-5535 F: 704-323-5434. What Makes Us Different. Thoughts from Karen and Jenny. Links That We Like. Karen and Jenny in the News. Comprehensive Financial Planning Services. How we do it. Customized Portfolio Design and the Investment Policy Statement. On-going Monitoring and Rebalancing. Retired and Thinking about Retirement. Executives Who Have Equity-Based Compensation. Map to Our Office. How we do it. How we do it. Receive our free newsletter.

4

Best Charlotte Financial Planners - Keatley Wealth

https://www.karenkeatley.com/who-we-are

7615 Colony Road, Suite 120. Charlotte, NC 28226. P: 704-540-5535 F: 704-323-5434. What Makes Us Different. Thoughts from Karen and Jenny. Links That We Like. Karen and Jenny in the News. Comprehensive Financial Planning Services. How we do it. Customized Portfolio Design and the Investment Policy Statement. On-going Monitoring and Rebalancing. Retired and Thinking about Retirement. Executives Who Have Equity-Based Compensation. Map to Our Office. Karen R. Keatley, MBA, CFA, CFP. Karen has been quoted in.

5

Investment Management Services | Charlotte NC

https://www.karenkeatley.com/what-we-do/investment-management-services

7615 Colony Road, Suite 120. Charlotte, NC 28226. P: 704-540-5535 F: 704-323-5434. What Makes Us Different. Thoughts from Karen and Jenny. Links That We Like. Karen and Jenny in the News. Comprehensive Financial Planning Services. How we do it. Customized Portfolio Design and the Investment Policy Statement. On-going Monitoring and Rebalancing. Retired and Thinking about Retirement. Executives Who Have Equity-Based Compensation. Map to Our Office. Comprehensive Financial Planning Services.

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Total Transparency Objective Advice &#8482. Karen Keatley, MBA, CFA, CFP. Jenny I. Martella, MBA, CFP. Erica J. Yount, CFA. How We're Different. Retired or Thinking About Retiring. Executives With Equity Based Compensation. It Starts With You. A Different Kind of Experience. Keatley Wealth Management, located in Charlotte, NC, was founded to provide a different kind of experience from the traditional Wall Street brokerage firms and large banks. Our Clients Are as Unique as You. Keatley Wealth Management ...

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