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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
We connect and enable the digital asset ecosystem by utilizing blockchain technology to bring shareholder registries into the 21st century.
Wealth Masters International Incorporated in 2005 and based in Sugar Land, Texas, Wealth Masters International is one of the world's fastest growing financial education and entrepreneurial resource companies. Promoting Wealth, Health and Wisdom, WMI serves a growing community of members and consultants with operations in the US and 147 countries.
Hud Federal Credit Union is a Washington, DC-based company in the Financial Services sector.
City Holding Company is one of the leading providers in Financial Services. It is based in Columbus, OH. To find more information about City Holding Company, please visit www.cityholding.com