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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
Congratulations to Steve Goldstein and Rich Keetley for your third consecutive selection as Best-In-State Wealth Advisors by Forbes & SHOOK Research award!
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.
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