About Us Key Wealth Management was founded with the vision of women empowering women. Our mission is to help our clients live a life they love and guide them to confidently achieve their financial goals. We specialize in strategic planning for retirement, tax savings, college savings and insurance. There is nothing more rewarding than empowering our clients to pursue their goals and providing them with a road map to do so. Key Wealth Values We constantly strive for service excellence, and we go to great lengths to make our client experience as effortless and valuable as possible. We promise a high-caliber experience and consistently deliver this through proactive outreach, careful preparation, impactful meetings, and follow-through. Key Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm
| Website | http://www.mykeywealth.com |
| Employees | 7 (7 on RocketReach) |
| Founded | 2016 |
| Address | 8669 E San Alberto Dr Suite 100, Scottsdale, Arizona 85258, US |
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| Industry | Financial Services |
| Keywords | Wealth Management, Financial Empowerment, Financial Planning, Financial Advisor, Financial Goals, Wealth Building, Women Investors, Women's Finance, Retirement Planning, Portfolio Management, Retirement Strategies, Financial Security, Investment Strategies, Investment Advice, Long-Term Investing, Strategic Financial Planning, Estate Planning, Risk Management, Tax Planning, Legacy Planning |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Edward Jones, Raymond James, Morgan Stanley, Financial Services Company, LPL Financial, T. Rowe Price, MassMutual +38 more (view full list) |
Looking for a particular Key Wealth Management employee's phone or email?
Caitlyn Salloum is the Founder, KWM and Private Wealth Advisor, RJFS of Key Wealth Management.
7 people are employed at Key Wealth Management.
Key Wealth Management is based in Scottsdale, Arizona.