Creative Planning Acquires Keystone Wealth Partners
04/12/22, 10:32 AM
Industry
financial services
financial services
Keystone Wealth Partners (Keystone) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers ("RIA") in the country. Keystone, which has over $644 million in AUM, uses a team-based approach to help clients build and protect their wealth by bringing accountants, attorneys, and financial planners together to manage client's financial life in a holistic way. They offer services in wealth management, estate planning, and tax planning and preparation.
Company Info
Company info
Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as 401(k) and institutional money management. Creative Planning manages over $100 billion in assets across all 50 states and 65 countries, as of November 3, 2021.