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The Dupre Keating Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Our Story

We believe solid financial planning is at the heart of every decision you make whether you are planning for retirement, purchasing a second home, or paying for a child’s education. Consider The Dupre Keating Group as collaborators, creating a financial roadmap with you. You gain from the global investment experience of Morgan Stanley, developing a strategy that balances your financial ambitions with your aspirations.

With more than 75 years of combined experience helping families uncover and plan for their life goals, The Dupre Keating Group marries our storied financial experience to our unique family perspective, enabling us to guide you on your own path. Each family's needs are different. But every family needs a strategy to help bring their dreams to fruition. With The Dupre Keating Group as your ally, we will build a plan for your financial future.

Services Include

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • LGBT Planning Services
  • Professional Portfolio Management
  • 401(k) Rollovers
  • Life Insurance
  • Long Term Care Insurance


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Technology

Technology


At The Dupre Keating Group, we are committed to remaining at the forefront of technology, providing you with tools and resources to help you both manage and protect your wealth. From cyber security and identity protection to mobile banking and online access, we understand that protecting your assets and personal information while having easy access to your money are both paramount to helping you achieve your wealth management goals.

For more information:

Morgan Stanley Digital Platform

Morgan Stanley Mobile App

Send Money with Zelle

Morgan Stanley Online Security Center

Your Assets are Safeguarded at Morgan Stanley


Premier Protection Provided by Experian

Child Idenity Theft


Meet The Dupre Keating Group

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact The Dupre Keating Group today.

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