Keypoint Wealth Advisory, Inc. is an independent, fee-based Registered Investment Adviser (RIA) firm based in California. The company operates on the principle that a thorough understanding of a client's financial situation is crucial for making prudent future decisions. As fiduciaries, their team of experienced professionals is legally and ethically bound to act in their clients' best interests, providing unbiased advice and customized strategies for financial planning, investment management, retirement planning, and insurance needs.

Founded in

Canada