Keena Wealth, Inc. is a boutique wealth management firm nestled in the charming town of Winter Park, Florida. Since its inception on November 21, 2006, Keena Wealth has carved out a niche for itself by crafting bespoke financial strategies specifically tailored to high net worth individuals, professional athletes, healthcare professionals, business owners, and executives. The firm's dedication lies in helping clients protect the hard-earned wealth they've accumulated over time. This is achieved through expertly designed services that include wealth management, asset protection, estate planning, and retirement income solutions.
At the heart of Keena Wealth’s philosophy are values-based, comprehensive approaches crafted with integrity, trust, and personal attention. The team of seasoned professionals is unwavering in their commitment to dispense timely, professional advice aimed at guiding clients toward achieving their financial objectives. Known for providing invaluable insights into wealth management, Keena Wealth has solidified its reputation as a go-to advisor in the Central Florida region.
The firm actively engages with communities through workshops on essential financial topics and is regularly featured in industry publications acknowledging their expertise. Tony S. Keena, serving as President, makes himself readily available for one-on-one discussions to help clients map out their financial futures.
As of February 8, 2024, according to its most recent filing, Keena Wealth's records show a name change amendment from May 11, 2012. The firm is headquartered at PO Box 1599, Winter Park, FL, with contact numbers (321) 214-4636 and (321) 214-4637 for those seeking more information. Prospective clients can also explore their offerings at keenawealth.com.
KEY FACTS ABOUT KEENA WEALTH INC.
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US Businesses
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Companies in Florida
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Orange County Companies
- Company name
- KEENA WEALTH INC.
- Status
- Active
- Filed Number
- P06000146005
- FEI Number
- 205918150
- Date of Incorporation
-
November 21, 2006
Age - 20 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- https://keenawealth.com
- Phones
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(321) 214-4636
(321) 214-4637
KEENA WEALTH INC. NEAR ME
- Principal Address
- 941 WEST MORSE BLVD,
SUITE 100,
WINTER PARK,
FL,
32789,
US
- Mailing Address
- PO BOX 1599,
WINTER PARK,
FL,
32790-1599,
US
See Also