Keller, Spedaliere & Langley

At The Keller, Spedaliere and Langley Wealth Management Group, clients come to us for different reasons – and with different expectations.

Still, we do our best work for people who want, need and value thoughtful advice – and those who welcome a highly personalized and proactive approach. By asking questions, we learn. And by learning from clients, we can understand the roles they'd like us to play.

For us, wealth management is a family business. We've each been mentored by our founder, Dr. Arnold Keller, and have spent decades working together. We've also pursued rigorous industry training and share our love of learning with clients and their entire families. In fact, our varied ages and backgrounds allow us to work well with clients' grown children and their elderly parents. Above all, we treat clients like members of our families and serve generations of theirs. Referrals have led to a growing circle of clients in 24 states.

Who do we serve? A diverse clientele – active and retired physicians, attorneys, successful business owners and others who can benefit from enlightened perspectives that engage them, their spouses, and children. Going well beyond investment management, we structure integrated strategies that may include liability management, intergenerational wealth planning and more.

We often remind clients, "The more we know about you, the more we can do for you." Through frequent and friendly conversations, we find that clients feel comfortable opening up – about their concerns and dreams (financial and personal). This, we believe, reflects our familiarity with clients, how often we speak, and how well we listen.