KeatsConnelly is the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona and Boynton Beach, Florida. The firm's fee-only compensation model enable the company to maintain its philosophy of promoting clients' best interest at all times, while avoiding any potential conflict of interest with commissions.
Specialties
Cross Border Wealth Management, Estate Planning, US and Canadian Tax Planning and Preparation, Investment Management, Immigration Planning
