Case Study: Keebeck Wealth Management wins the next generation with Wealth.com

Keebeck Wealth Management reuses Wealth.com with 17% of next-gen clients choosing their old advisor

Keebeck Wealth Management, an independent wealth management firm led by CEO Bruce Lee, faced the challenge of finding the right technology solutions to serve its clients without the support of a large institution. The firm needed to build a "digital army" to compete effectively and appeal to the next generation of clients. They selected the estate planning platform from Wealth.com for its simple and elegant solution that understood client needs.

Wealth.com provided an innovative estate planning technology that was initially met with some client skepticism but quickly became a second-nature tool after the education process. The solution brought Keebeck closer to its clients by demonstrating a willingness to innovate, which helped position the firm to retain the next generation. The implementation resulted in a very high rate of client requests to reuse the Wealth.com platform.

Keebeck Wealth Management