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At The O'Keeffe-Basu Group, we recognize that investment management is really about understanding where you are now, where you'd like to go, and what you need to do to get there. A personalized financial plan is the flight plan we use to help you navigate through potential investment decisions. It helps us forecast where the turbulence might be on the path to a comfortable retirement.

Our services are designed for business owners, executives & management professionals, retirees and well established families who require professional assistance managing their wealth. We have found that the clients we work with today share some common values.

They are looking for an advisor who can offer:

• strategic direction on how to manage their wealth
• diversified, holistic and integrated strategies to help ensure financial security
• disciplined investment strategies designed to maximize gains and reduce downside risk

In working with our team, you will receive the personal attention of a well-seasoned group of investment professionals who have the knowledge and experience to maneuver through challenging markets, and the tools and resources to get the job done. If you can articulate your vision, we can help draw out the path to get you there.