About Our Team
Who We Are
Key Wealth culture
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
About Us
A Team That
Understands You
We have a curated team of experienced advisors at an average age of 40 years old. Our progressive team approach allows us to better understand your goals and wants to create a lasting plan for your lifetime. We will be your advisor through your lifetime & will personally handle your wealth transitions to your inheritors. Additionally, we will be there to express your wishes and teach your legacies how to manage their newfound wealth.
Meet the Team
Who You'll Be Working With
Matt Krivonak
Executive Vice President / Senior Partner / Wealth Manager
Josh Marciano
Executive Vice President / Senior Partner / Wealth Manager
Let's Get Started
Schedule a Meeting
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.