General Info

O'Keefe Wealth Strategies, LLC is a comprehensive financial services firm dedicated to helping clients build, manage and preserve their wealth. My firm is independent, so loyalty belongs exclusively to my clients.My independence allows me to focus my full attention on addressing clients' needs and not selling any particular product. I like to stress that I work directly for my clients and not to any one product-driven company. My methodology is based on a solution-oriented, holistic approach that is centered on pursuing - and achieving - my clients' unique and personal financial, retirement and legacy goals and objectives.