Advisors at this firm
Tanner W
CFP®, Series 65
South Bend, IN
Walter Keenan Wealth Management
Tanner Watson is a CFP® with seven years of industry experience, currently serving at Walter & Keenan Wealth Management. He previously worked at Korhorn Financial Group, KFG Wealth Management, and RSM US Wealth Management. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups. The firm emphasizes fundamental analysis and constructs individualized portfolios with a focus on dividend growth and quality-oriented equity selection, while also offering specialized services for private foundations and endowments.
Andrew L
CFP®, Series 65
South Bend, IN
Walter Keenan Wealth Management
Andrew Lynch is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Walter Keenan Wealth Management since 2024 and previously spent eight years with RSM US Wealth Management LLC and two years at Protiviti, Inc. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth and quality-oriented equity selection, with additional allocations to alternatives for clients with longer time horizons and higher risk tolerance.
James S
CFP®, Series 65
South Bend, IN
Walter Keenan Wealth Management
James Sawdon is a CFP® with six years of industry experience and is currently an advisor at Walter & Keenan Wealth Management in South Bend, IN. His prior experience includes roles at Oliver Estate, Inc. and Walter & Keenan Financial Consulting Company. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes individualized portfolio construction using fundamental analysis, focusing on dividend growth and quality equity selection, with allocations to alternatives for suitable clients.
Daniel W
Series 65
South Bend, IN
Walter Keenan Wealth Management
Daniel Wolfson is a financial advisor at Walter & Keenan Wealth Management with 12 years of industry experience. He holds a Series 65 designation and previously worked at RSM US Wealth Management LLC for eight years before joining Walter & Keenan. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, as well as corporations, IRAs, and private foundations. The firm emphasizes fundamental analysis and individualized portfolio construction, focusing on dividend growth, quality equity selection, and alternative investments for clients with longer time horizons.
Bryant V
Series 65
South Bend, IN
Walter Keenan Wealth Management
Bryant Voeson is a financial advisor at Walter & Keenan Wealth Management with one year of industry experience. He holds a Series 65 credential and previously worked at Johnson Investment Counsel. Walter & Keenan Wealth Management provides personalized investment advisory and financial planning services primarily to high-net-worth individuals and family groups, focusing on individualized portfolios with an emphasis on dividend growth and quality-oriented equity selection. The firm also serves corporations, IRAs, and private foundations, offering both discretionary and non-discretionary portfolio management along with ancillary foundation support.
