Keith Klein

As you hit major milestones in life, you quickly learn that being proactive is much more lucrative than being reactive.

Keith Klein, Wealth Advisor and Founder of Turning Pointe Wealth Management, is your trusted partner who is invested in your financial success. To Keith, multigenerational wealth is not just about the money. Your family’s values and principles need to be an integral part of planning. His mission is to ensure your legacy, as you envision it, is protected and grows for generations to come. Keith values client relationships above all else and understands that great communication with your wealth advisor is vital for your money to continue growing. Turning Pointe specializes in investment and wealth management programs and services for high-net-worth families and businesses. We are here to offer guidance at every stage: ● Managing your current financial situation ● Looking to grow and protect assets over the long-term ● Seeking help with managing income and distribution of assets in retirement ● Succession planning and preparing your business for purchase ● Planning for "after" the sale of your business ● Implementation of charitable giving strategies and desires Keith will design a complete financial plan tailored to your needs to help you create a lasting impact for your family and the communities you’re involved in. Before you reach your next turning point, let’s have a conversation. Call us at 480-987-2700 or send an email to keith@tpwm.co Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is separately owned and other entities and/or marketing names, products or services referenced here are independent of Cambridge.