KeatsConnelly - Cross Border Wealth Management Email Format

Investment ManagementArizona, United States11-50 Employees

KeatsConnelly - Cross Border Wealth Management is an investment management firm that focuses on Canadians and Americans pursuing a cross-border lifestyle. It provides guidance on how to move, work, or invest in the United States, and covers cross-border planning topics such as minimizing Canadian exit tax, managing RRSPs, cross-border estate planning, and US-Canada tax planning and preparation, alongside investment management. The firm operates on a fee-only model to align client interests and reduce potential conflicts of interest.

Based in Phoenix, Arizona, it maintains offices in Boynton Beach, Florida, and Calgary, Alberta, and has a Canadian subsidiary that offers portfolio management in BC, AB, and ON. A separate entity provides cross-border tax and accounting services.

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