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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Harborstone Credit Union is a not-for-profit financial cooperative. Individuals become members of a credit union, which means they are equal shareholders with one vote to elect a volunteer board of directors and supervisory committee.
At Clarity, we combine ingenuity and technology to create thoughtful new ways for consumers to get the most from their benefits. New ways to save time and money. New ways to provide peace of mind. News ways to be Ready for Life. We know that benefits can be confusing, so our solutions are designed to replace frustration with innovation, delivering programs and tools that are tailored to your needs, easy-to-use, and supported by a dedicated service team. At Clarity, we are Simply Smarter.
HOF Capital is a global technology investment firm that leverages its global limited partner network to help founders build massive businesses.
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