KeatsConnelly

KeatsConnelly

Bob Keats founded KeatsConnelly in 1990, building a practice dedicated to cross-border financial and tax planning for US and Canadian citizens. The firm grew from the recognition that dual-country households face overlapping tax codes, retirement account restrictions, and estate laws that generalist wealth managers typically miss. KeatsConnelly combined tax, financial planning, and investment advisory services under one roof to handle those intersecting jurisdictions. The practice covers investment management, cross-border tax preparation, and holistic financial planning. The model leans heavily on tax-optimization strategies—the firm works alongside external legal and accounting professionals to reduce dual-country tax exposure. Asset management sits within a broader planning framework rather than operating as a standalone product. The firm confirmed its geographic focus on US-Canada households through offices in Phoenix and Boynton Beach. The firm reports a multi-disciplinary team coordinating across financial planning, tax, and investments. Beyond individual and family clients, KeatsConnelly also serves corporations. The website promotes workshops and events guiding clients through border-crossing financial logistics. In November 2023, KeatsConnelly announced a year-end planning webinar addressing cross-border tax changes, a format it uses regularly to educate its client base. The practice draws distinction from standard RIAs and accounting firms by prioritizing the US-Canada corridor as its sole domain. Most wealth management firms treat cross-border issues as an edge case; KeatsConnelly treats it as the entire business. The firm remains privately held and tightly concentrated on a single cross-border demographic, without expanding into non-border financial services or launching ancillary investment vehicles.