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.
Awards
Forbes 2023 Best in State Wealth Management Team
QL Wealth Advisors has received the Forbes Best in State Wealth Management Team recognition.
Forbes 2022 Best in State Wealth Advisors
For the second consecutive year, Rich and Steve have received the Forbes Best in State Wealth Advisors recognition.
Forbes 2021 Best in State Wealth Advisors
Rich and Steve have received the Forbes Best in State Wealth Advisors recognition for their best practices, client retention, and commitment to professional excellence.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Cash Management
We’ve got your cash management needs covered.
Lending Solutions
Lending Solutions to help you meet a wide range of financing needs
Long-Term Care Planning
Determining a long-term care (LTC) solution that best fits your needs depends on several factors, such as your current health, health history, age, and financial situation.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Operation Santa 2022
This Christmas, the QL Wealth Advisors gave Santa a helping hand.
Spring Cleaning Clothing Drive
QL Wealth Advisors utilized their annual spring cleaning to collect and donate clothing for their community.
Socktober Mask Donation
QL Wealth Advisors donated masks and other clothing in recognition of Socktober 2020.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 30, 2023
Our team is honored to have been named a Forbes 2023 Best-in-State Wealth Management Team. I congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.