Your Wealth. Managed With Precision.
Not a Model. Not a Template. A Portfolio Built for You.
Most firms manage money one way: they drop you into a model portfolio based on a short questionnaire, rebalance once a quarter, and call it personalized. It’s not. It’s assembly-line wealth management — and you’re paying a premium for it.
At Keel Wealth Management, we do things differently. Every portfolio we build starts from scratch — designed around your specific goals, your tax situation, your risk tolerance, and your timeline. No templates. No pre-packaged solutions. Just a portfolio engineered to work for you.
Custom Portfolio Construction
We build your portfolio from the ground up. Equities, fixed income, alternatives — every position is selected with intention. We don’t use fund-of-fund structures that stack fees on top of fees. We don’t stuff portfolios with proprietary products. We have access to the entire universe of investments and we choose what’s right for you.
AI-Powered Research and Execution
We’ve integrated artificial intelligence into every stage of our investment process — from research and portfolio modeling to tax loss harvesting and trade execution. Our AI agents continuously scan thousands of data sources, stress-test portfolios against dozens of market scenarios, and monitor for opportunities that most advisors miss. This isn’t a marketing gimmick. It’s the engine that drives better outcomes for our clients.
Continuous Monitoring
Your portfolio isn’t reviewed once a quarter and forgotten. Our systems monitor your holdings daily — tracking performance, evaluating risk exposure, identifying tax loss harvesting opportunities, and flagging rebalancing needs. When market conditions shift, we act. We don’t wait for the next scheduled review.
Tax-Aware Management
Returns only matter after taxes. That’s why every decision we make considers the tax implications — asset location across account types, strategic tax loss harvesting, gain deferral, and efficient transitions from legacy positions. Our AI agents run these calculations continuously, capturing value that most advisors leave on the table.
Equity and Fixed Income Opportunities
In equities, our AI-powered screening identifies mispriced securities, momentum shifts, and earnings surprises across the entire market. In fixed income — where pricing is less transparent and opportunities harder to find — our systems scan dealer inventory and platforms to discover attractive yields, credit spreads, and duration plays. Every opportunity is filtered through four decades of experience before it reaches your portfolio.
What Makes KWM Different
Fiduciary. Always. We are legally obligated to act in your best interest. Every recommendation, every trade, every decision. Your interests come first. Period.
Fees as Much as Two-Thirds Less. Most firms charge 1% or more. We charge significantly less — because we believe more of your money should be working for you, not paying your advisor.
Independent. KWM is not owned by a bank, brokerage, or insurance company. No parent company pressuring us to cross-sell. No sales quotas. No proprietary products. Our only obligation is to you.
Schwab Custodian. Your assets are held at Charles Schwab — one of the largest and most trusted custodians in the world — in accounts registered in your name. We manage them. We never possess them.
Fully Transparent. You see exactly what you own, what it costs, and why it’s in your portfolio. Every holding. Every fee. Every transaction. No surprises. No fine print.
Skin in the Game. Scott Zodin’s personal capital is invested using the same strategies as your portfolio. Same conviction. Same exposure. Same risk. When we recommend something, we’re standing right beside you.
Technology Sees Further. Wisdom Knows Where to Look.
AI does the heavy lifting. But every decision runs through Scott Zodin — four decades of experience reading markets, managing risk, and protecting client wealth. AI can identify a pattern. Experience knows when to trust it and when to override it.
We don’t automate your wealth management. We augment it — with technology that makes us faster, sharper, and more precise, and with human judgment that keeps your interests at the center of every decision.
To learn more about how Keel Wealth Management can manage and grow your wealth, contact Scott Zodin at scott@keelwealth.com or call (512) 368-4593.
