WealthKeel LLC - Tampa, Florida

Matt D.

I cannot say enough about how wonderful Chad and his team are. They have been invaluable for financial planning through the complexities of medical post-graduate training alongside a non-medical spouse and have helped us navigate matches, relocating across the country, and adding a member to our family.

Chad has every quality you'd want from a financial planner: knowledgeable, thorough, detailed, responsive, sincere, trustworthy. He has also grown WealthKeel with a team that shares these strengths. Chad treats you like a close friend and I feel secure knowing that my financial future is shaped under his guidance.

Divya B.

Chad and his team are amazing! They are professional, reliable, prompt, organized, and approachable. They always ensure that anything we discuss is clear and explained in a way that is understandable to those of us that are not as well versed in finance. It is clear that they know what they're doing and that they take pride in what they do. We had looked into working with them a couple of years ago and made the mistake of moving in a different direction. We have worked with two other financial advisors in the past and never have we actually gotten proper financial planning and advice until now. Definitely plan to keep working with them in the future. Highly recommend them to all!

Shawn A.

We have enjoyed working with the Wealthkeel team. Chad has an excellent way of presenting information in a way that is easy to understand. He is prompt in answering questions and has a friendly, energetic demeanor. We have had positive interactions with the entire team. Financial planning can feel daunting but we feel confident working with Wealthkeel.

jeremy W.

Worked with Chad and the WealthKeel team to help us get organized and on the right track. We utilized their one-time plan build and it was really a wonderful process from start to finish. Numerous meetings, reviewed all (literally all!) of our documents, asked the right questions, and not only built us a great plan, but added numerous other ideas to show us areas to optimize. Our family could not be more thankful for coming across WealthKeel. The plan they built saved us countless hours and gave us peace of mind. From the tax planning to the investments, not only did their plan save us money today, but also for decades to come. We are already looking forward to working with WealthKeel again for future plan updates. Thank you Chad and the WealthKeel

Melissa W. (.

We have worked with a financial advisor in the past, but it was a breath of fresh air working with Chad and WealthKeel. They truly care and involve the entire family in the conversations/planning. They pretty much said we need both spouses present for their process to make sure we were building around our goals and values as a team. It was just so different from what we experienced in the past (in an amazing way). No detail was missed, no question was unasked, no rocks were left unturned. From early financial independence, to tax planning, to backdoor roth IRAs, to college funding for our kids, to proper risk management and asset protection- truthfully I never realized how through financial planning was until we met with WealthKeel.

AJ M.

My family has been a client of WealthKeel for the past few years and we couldn't be more satisfied with the decision. WealthKeel is a holistic planning firm and always has an answer no matter the complexity of the issue. Before WealthKeel, I thought I could handle the family financial planning, but after our initial discussion, it was clear that the expertise of this firm was well above and beyond what I could have done on my own. I have learned so much and feel very confident that the team has our best interests in mind and look forward to a long and fruitful relationship with the WealthKeel team.

Yuliya A.

I needed someone who can organize my finances, educate me and help build a secure future. Chad and Wealthkeel team help me do that. My favorite part of our relationship is how personable and sincere Chad is. I truly feel taken care of!

Pooja

Chad and his team are awesome! Spent a good deal of time with us planning our financial future. Trustworthy, communicative, prompt, professional, and super friendly and nice, we highly recommend them!