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At Keller Peterson Wealth Advisors, we are goal-focused and planning-driven.

We're here to help you preserve and manage wealth, so you can live the lifestyle you deserve.

KPWA Investment Process

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Comprehensive Financial Planning

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S.M.A.R.T Tax Planning

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Insurance Planning

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What We Do
Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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Designed for You
A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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Where Do You Want Your Future Financial Roadmap to Take You?

At The Keller Team, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. 

The Keller Peterson Team Offers A Second Opinion Service

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