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QL Wealth Advisors offers personalized financial planning solutions to a limited number of professionals, executives, and high net worth families. Led by partners Richard A. Keetley and Stephen M. Goldstein, the professionals at QL Wealth Advisors focus on tax-efficient wealth accumulation, retirement income planning and legacy wealth transfer to your future generations, all while providing superior client service. In addition, we collaborate with your tax and estate professionals to implement a complete plan.  


THE Q2 FORMULA - Listen, Customize, Implement & Evolve

Personal - Complete Family Office to manage all of your financial affairs

Stability – Maintain & increase financial stability for families, individuals, and executives

Unique - Recommendations to address goals today and for the future

Technology - Customize and recommend personalize planning solutions

Collaboration - Communicating with your CPA, estate attorney, trustees, and family members.

Awareness – Environmental, Social, and Governance investing solutions

Service – Exceptional client experience and service

About Us

QL Wealth Advisors offers personalized financial planning solutions to a limited number of professionals, executives, and high net worth families. Led by partners Richard A. Keetley and Stephen M. Goldstein, the professionals at QL Wealth Advisors focus on tax-efficient wealth accumulation, retirement income planning and legacy wealth transfer to your future generations, all while providing superior client service. In addition, we collaborate with your tax and estate professionals to implement a complete plan.  


THE Q2 FORMULA - Listen, Customize, Implement & Evolve

Personal - Complete Family Office to manage all of your financial affairs

Stability – Maintain & increase financial stability for families, individuals, and executives

Unique - Recommendations to address goals today and for the future

Technology - Customize and recommend personalize planning solutions

Collaboration - Communicating with your CPA, estate attorney, trustees, and family members.

Awareness – Environmental, Social, and Governance investing solutions

Service – Exceptional client experience and service

Our Team

Richard A. Keetley, CFP®, CLTC®, CIMA®

Executive Vice President/ Wealth Management, Financial Advisor

Stephen M. Goldstein, AIF®, CFP®, RICP®

Executive Vice President/ Wealth Management, Financial Advisor

Kris Olenginski, CFP®

Vice President / Wealth Management

Brandon Fanelle, AAMS®

Account Executive

James I. Lewis

First Vice President/ Investments, Financial Advisor

Carla Sullivan

Registered Private Client Associate

Victoria LePore

Registered Private Client Associate

Congratulations to Steve Goldstein and Rich Keetley for again being selected as two of the Best-In-State Wealth Advisors by Forbes & SHOOK Research. Steve and Rich were both previously named to the Forbes Best-In-State list in 2020 and 2021. They've each also been honored by Financial Times by being named to its 400 Top Financial Advisors ranking - Steve in 2018, and Rich in 2017, 2018, and 2020.

Steve and Rich were both previously named to the Forbes Best-In-State list in 2020 and 2021. They've each also been honored by Financial Times by being named to its 400 Top Financial Advisors ranking - Steve in 2018, and Rich in 2017, 2018, and 2020.

Office Information