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We're the Bridge to your Financial Future

Welcome to Kechely Wealth Management!

Our first priority is helping you plan for the financial future of you and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your vision for retirement. We rely on one on one interaction in developing long-term relationships that encourage open and honest communication that ultimately helps us design and implement a dynamic plan that follows you through all stages of life.

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Who We Are

We create strategies that are tailored to your needs and goals.

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What We Do

Years of experience and education have prepared us to guide you through your life transitions.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How We Do It

Through our trusted partnerships that provide us with a wealth of resources.

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Know your Risk Number?

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Kurt Kechely - Founder and President Emeritus

Kurt Kechely - Founder and President Emeritus

Kurt Kechely was the beloved leader of the Kechely Wealth Management Team.  Kurt tragically passed away in a car accident on November 11, 2020.  His spirit lives on in the hearts of his daughters and employees as they continue his legacy at Kechely Wealth Management.

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Planning Services Offered

Retirement

Retirement

Tailored plans for clients and their businesses future.

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Investment

Investment

Whether you’re just getting started or a seasoned investor, our team has a strategy.

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Estate

Estate

We pride ourselves in building a comprehensive action plan working alongside attorneys and CPAs.

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Insurance

Insurance

Specializing in employee benefits, individual life, health, long-term care, and disability.

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