Mullaney Keating & Wright

Independent Investment Professionals

Our clients:

  • Seek objective investment and/or financial planning advice and personal attention from experienced professionals.
  • Often experienced a major financial life event, such as retirement or receiving an inheritance, with financial responsibilities that exceed their level of comfort.
  • Are looking for a personal relationship that includes effective communications and timely responses to their requests.
  • Recognize the value in delegating responsibility to trusted advisors.
  • Normally have a minimum of $1 million of investable assets available for management.

Accounts that we manage for our clients include:

  • For Individuals and Families
    • Personal
    • Trust
    • IRA
    • Uniform Gift To Minors Act (UTMA/UGMA)
  • For Businesses
    • Corporate
    • Defined Benefit Pension
    • Profit Sharing
  • For Not For Profits (501(c)3)
    • Endowments
    • Foundations
  • For Governments
    • General fund
    • Agency funds
    • Fiduciary funds