Keena Wealth, Inc. is a private boutique wealth management firm based in Winter Park, Florida, specializing in personalized financial strategies for high net worth individuals, professional athletes, physicians, business owners, and executives. Founded on November 21, 2006, Keena Wealth is dedicated to helping clients maintain the financial status they’ve diligently worked towards by offering tailored services that encompass wealth management, asset protection, estate planning, and retirement income planning.
The firm's mission centers around values-based, comprehensive strategies designed with uncompromising integrity, trust, and personal service. The experienced professionals at Keena Wealth are committed to providing timely, professional advice in order to help clients pursue their financial goals effectively. Known for delivering invaluable insights, the company has established itself as a trusted advisor in Central Florida.
The organization conducts numerous workshops focused on critical financial topics and is frequently highlighted by industry publications for its expertise. The leadership team includes Tony S Keena as President, who personally invites individuals to engage with him for one-on-one discussions about their financial aspirations.
As per the official registry, Keena Wealth, Inc. was last noted in their annual report on February 8, 2024 (Year 2024), and its current status includes a name change amendment dated May 11, 2012. Its principal mailing address is PO Box 1599, Winter Park, FL, with contact numbers available at (321) 214-4636 and (321) 214-4637. For further information or inquiries, prospective clients can visit their website 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 - 19 years
- Home State
- FL
- Company Type
- Domestic for Profit
CONTACTS
- Website
- http://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