Keefe Jeffrey Whole Wealth Management

Whole Wealth Management is a unique financial services firm that is dedicated to helping busy, successful individuals and families organize, simplify, and take control of their finances. Our goal is to provide expert guidance and personalized support to help our clients achieve financial well-being and achieve their long-term goals.

Our Philosophy

At Whole Wealth Management, we believe that money isn't just about making more, it's about living more. We understand that every client is unique, with their own set of financial goals, values, and priorities. That's why we take a holistic approach to financial planning, taking into account every aspect of your life, from your values and goals to your lifestyle and aspirations.

Our Services

At Whole Wealth Management, we offer a range of services designed to help you achieve financial well-being and achieve your long-term goals. Whether you're looking to grow your wealth, protect your assets, or ensure a secure retirement, we have the expertise and resources to help you achieve your goals.

Building Wealth

We help individuals and families build wealth and achieve their long-term financial goals. Our team of experienced professionals will work with you to create a customized investment strategy designed to help you grow your wealth and achieve your financial goals.

Retirement Planning

We help individuals and families plan for a secure and fulfilling retirement. Our team of experts will work with you to create a customized retirement plan designed to help you achieve your financial goals and enjoy your retirement years.

Second Opinion

Maybe you've done a lot on your own or you've received some help along the way. But, you worry you're not on track. Be sure. Get an expert opinion. Make sure you're doing all you can. Our team of experts will review your current financial situation and provide recommendations to help you achieve your long-term financial goals.

Financial Well-being Assessment

We offer a free financial well-being assessment designed to help you assess your current financial situation and provide recommendations for improvement. Take control of your finances and start achieving your financial goals today.

Our Team

At Whole Wealth Management, we're proud to have a team of experienced professionals who are dedicated to helping our clients achieve their financial goals. Our team includes experienced financial advisors, paraplanners, and support staff who are all committed to delivering exceptional service and expertise.

Our Partners

We partner with Commonwealth Financial Network, which is one of the top independent broker/dealers in the country. This affiliation provides us with extensive resources, including a highly credentialed independent investment research team, attorneys, and insurance professionals.