O'Keefe Wealth Strategies, LLC

  • Financial Services and Advisors
25 Pond Rd
Orleans, MA 02653
(508) 255-6543

About Us

O'Keefe Wealth Strategies, LLC is an independent, comprehensive financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is independent, so read more
  • About

    O'Keefe Wealth Strategies, LLC is an independent, comprehensive financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to our clients.

    Our independence allows us to work directly with a number of industry-leading brokerage firms and insurance providers. We then integrate their products to create customized client solutions. Although we are always solutions-oriented in our approach, we recommend only those products and services that can be tailored to suit our clients' unique needs.

    The fees for our services include fee-based, commission-based and hourly-based structures. We sit down with our clients to examine each of these flexible compensation structures so that they are then able to make an informed decision best suited to their overall needs. This discussion offers our clients the comfort and control to make the ultimate decision for how our arrangement will be administered going forward.

    For more information about our firm and the services we offer, contact us today. The road to empowerment begins now.

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