Let's Build and Preserve Your Personal Wealth
Keybase Financial Group was created to help you build and preserve your personal wealth through custom-tailored and strategically designed investment portfolios.
What exactly is wealth?
We need to begin with some introspection about what “having” wealth means to you. The discussion, dialogue and conversation will guide you to your financial blueprint and maintain a sound strategy to help you create, build and preserve your monetary wealth that can lead to a good life for the rest of your life. Building and preserving personal wealth will then unfold to have a personal meaning for you.
Wealth Planning
Wealth Planning
We help manage more than just your money, we help in planning your financial security. Whether you're receiving an inheritance or planning for an early retirement we'll be there every step of the way.
Financial Advice
Financial Advice
Since we are an independent dealer we are able to offer our clients a wide variety of choice and options when it comes to investment products. Why put all your eggs in one basket?
Investment Solutions
Investment Solutions
There is more to investing than the traditional asset classes. Expand your portfolio to maximize your returns.
Preservation Strategies
Preservation Strategies
Before our advisors begin the building process they get to know you on a personal level to ensure your investment portfolio reflects your goals and aspirations in securing your financial future.
A Client's Dream
We are unapologetic about our client-centric focus. As a Keybase client or a client of one of our advisors, your business will be given the time and attention it needs.
Wherever you are along your financial journey, whether you have already amassed millions or you are just getting started our advisors know the role they must play in getting you to realize your financial objectives. No matter where you are, we will take you to the next step and help you financially navigate beyond.
Our portfolio structuring, wealth management tools, investment products are complemented by the nurture and care you will feel throughout your entire client experience with a Keybase Financial Advisor.
Why Clients Prefer Us?
Your relationship with your financial advisor can lead to a clarity of purpose and a clear vision of the kind of financial future you seek and what is possible within your circumstances.
A Financial Advisor's Home
Robust Processing & Admin
We are a level 4 dealer, with our own clearing house. Quick turn-around times, responsive, thorough and knowledgeable processing team makes the advisor's job very easy and simplifies client requests and transactions.
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Innovative Software Solutions
We are constantly upgrading our systems. Keybase has some of the industry's best IT professionals at its helm. Digital onboarding, e-signatures, auto-file updates are just some of the innovative solutions available to our advisors and their clients.
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Proven Business Development Strategies
Our forward thinking Marketing & Business Development Unit is committed to the growth of the advisors business. It lends support in all areas of practice management and are your go-to source for marketing trends.
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Clients' Testimonials
“Greg is always there when we have a question about our investment strategy. He takes the time to explain everything in detail, so we know exactly where we stand.”
Susan V.
“We have never had to worry about our investments for the last 10 years since our Keybase advisor has been taking care of our finances. It’s great to be able to sleep at night and not stress about where and how our financial plan is doing because we know it's been taken care of it.”
Jim A.
“The value our Keybase advisor has provided us when it comes to our investments is second to none. My family and I can rest easy knowing she is looking out for our financial security.”
David S.
“Anyone looking for some solid investment advice, call a Keybase advisor. Ours gives personal service without the high-pressure sales pitch. You won’t be disappointed.” -
Len K.
Tips and Insights
Keybase remains present in this information age. We want to keep you in the know. We will provide investment tips, wealth hacks, market updates, economic forecasts and other financial information we know you could use. The more you know, the more control you have.