Primary Location

615 Channelside Dr Suite 207 Tampa, FL 33602

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Wealthkeel LLC

WealthKeel is a financial planning firm serving physicians nationwide, helping doctors manage investments, student debt, and tax complexity with personalized strategies for each stage of their career.

The WealthKeel Difference is backed by our team of qualified, independent, fiduciary Certified Financial Planners with experience and knowledge of our team's financial planning and investment management for physicians.

Financial planning should take all aspects of your financial life into account — from budgeting and cash flow, to savings, debt management, estate planning as well as risk management and tax planning. Investing is just one piece of the puzzle.

✅ No Jargon — Just Good Advice: When a patient comes to you, do you read from your medical textbook to “help” them? No, and neither should your financial advisor. You deserve financial advice that’s succinct, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions.

✅ We believe in our fiduciary duty: We are proud to be your fiduciary, and since day 1, WealthKeel has put this designation at the forefront of everything we do. We are legally obligated to put your best interest ahead of our own— and believe that’s how all financial planning should be

✅ A flat-fee business model: No pricing model is perfect, but we believe a flat-fee model is the is not only fairest for you, but it makes the most sense for all parties. Bottom line: no hidden fees here! Our flat-fee model makes understanding what you pay (and why) easy.

✅ Here to help you as your goals change: We use the phrase “course corrections” often, and that’s because it’s part of the beautiful journey that we call life. While the course of your life and your goals will change over time, we’re here to help you steer the ship in the right direction... no matter what your desired destination may be.

Our Focus on Physicians: Our founder decided to work with physicians after a move to Philadelphia surrounded him with young physicians facing some of the most complex and important financial decisions of their lives… and with no one to rely on. WealthKeel chooses to work with physicians due to the unique complexities that this group faces.

We offer the following services in Comprehensive Financial Planning:

☑️ Tax Planning: Physicians pay more than their fair share in taxes. Our goal is to optimize your tax planning so that when you pay Uncle Sam, you don’t leave him an unnecessary tip on top of it. We help our physicians take advantage of all the tax deductions, tax credits, and tax exemptions that Congress and the Internal Revenue Service (IRS) will allow. These tax breaks and tax strategies offer ways for physicians to reduce their taxable income — both today and in the future.

☑️ Investment Management: We offer our clients direct investment management via Fidelity, or if you prefer to self-manage, we can provide investment guidance. Either way, we’ll help you figure out the best way to invest your money to meet your long-term financial goals and grow real wealth for the life you want.

For your assets that can’t be directly managed (such as 401ks, 403bs, 457bs), we can link those accounts to our financial planning portal so we can gather necessary updates each night. Need clarification or your info tweaked? No problem — we can jump on a screen share to help you with any questions or concerns.

☑️ Retirement Planning: We’ll make sure you’re on track for your future financial independence and retirement while helping you achieve today’s goals, too.

As we near your retirement age, we will shift our focus from accumulation to decumulation planning. We utilize a bucket strategy to craft a tax-efficient investment plan for your later years. Roth conversions and Qualified Charitable Distributions (QCDs) will also come into focus at this phase.

☑️ Student Loan Planning: Our founder was one of the first Certified Student Loan Professionals (CSLP) in the country, so it is safe to say we are proud to be considered “student loan nerds” — and as such, we can provide immense value and clarity around the complexities of student loan planning.

Whether you are going for PSLF and need help navigating your payment plans and tax filing status, or if you need a game plan to help pay off your private practice loans, we build a strategy that fits your goals. Rest assured, we are your people.

☑️ Insurance Planning: We want to make sure you, your assets, your most valued possessions and your family are all protected. You work too hard to leave these areas of life vulnerable, and we’ll work with you to determine the proper amount of coverage for your needs.

While we don’t sell any insurance products, we team up with the nation's leading experts in physician risk management to make sure you are properly protected, every step of the way!

Education

Penn State University Bachelor’s Degree, Finance

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