Whole Wealth Management

Jeffrey Keefe is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Commonwealth since 2006 and Whole Wealth Management since 2007. Keefe also serves as a notary public at his branch location. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Beth Castantini is a CFP® and Series 66 credentialed advisor with eight years of industry experience. She currently serves at Whole Wealth Management and has prior experience with Port Wealth Management, Commonwealth Financial Network, and Howland Capital. Her professional activities include fixed insurance sales conducted during business hours. Whole Wealth Management offers customized financial planning for individuals and institutions through a detailed discovery process and tailored analyses in areas such as cash flow, risk management, tax, retirement, and estate planning. The firm emphasizes a long-term, tax-aware asset allocation approach and charges fees based on planning rather than asset management, with implementation typically occurring through third-party custodians or broker-dealers.