WealthKeel specializes in financial planning and investment management exclusively for attending physicians and their families.

Life as an attending is intense—long hours, surging income, partnership decisions, college planning, brutal taxes, and a family that needs you. We make your financial life simple, organized, and adaptable so it serves you rather than stresses you.

Together, we build a clear, custom plan that turns your wealth into real freedom: more family time, smarter practice decisions, and energy for what you love most.

No AUM fees. No commissions. Just transparent flat-fee and capped-fee pricing from a team of CFP® professionals who geek out on tax strategy as much as investments.

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Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.

WealthKeel LLC

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