We Operate with Unwavering Honesty & Integrity
We offer a deeply personalized approach: objective, customized advice and portfolios built around your circumstances rather than around a product shelf.
Fiduciary
A commitment to acting in your best interest for long-term financial wellbeing.
Integrated
Comprehensive wealth services and tailored solutions, coordinated across your whole financial picture.
Highly Personalized
A customized approach driven by proactive ideas and strategic problem-solving.
Experienced
Nearly four decades advising clients, supported by a network of trusted outside professionals.
Here's How We Got Started
The Beginning
Scott Zodin begins his career as an investment advisory professional in October 1987.
Independence
Scott founds Keel Wealth Management, LLC — an independent Registered Investment Advisor based in Austin, Texas.
Independent by Design
KWM remains independently owned, managing custom portfolios of individual stocks and bonds for individuals and families.
We Always Put Your Interests First
Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams to craft practical, end-to-end solutions tailored to your needs.
“Your advisor should work for you. Not for a brokerage. Not for a product company. Not for a commission check. For you.”
Scott Zodin
- Filed with the SEC