Whether you are visiting my firm's website for the first time or are a frequent visitor, welcome! For those visiting my site for the first time, my name is Brendan O'Keefe. I am a CERTIFIED FINANCIAL PLANNER™ professional, a CPA and the owner of O'Keefe Wealth Strategies, LLC, located in the beautiful town of Orleans, MA, Cape Cod. To learn more about me and my Firm, I invite you to either contact me directly or click on the button labeled LEARN MORE ABOUT ME in the box above titled MY STORY & BACKGROUND.
I built this site primarily as a means for my existing clients to have a useful and informative tool at their disposal to take advantage of in between our review meetings and planning sessions. Besides all of the valuable links provided in the sections below, my clients are provided access to two additional and personalized portfolio online access utilities (via the two links below). In that way, they can efficiently monitor their portfolio's movement online and have access to many other useful features and benefits available inside both of these platforms.
Client Login Access to Wealthscape - Please Click Here
Client Login Access to CIRStatements Performance reporting system - Please Click Here
I also built this site as a means of introducing my services to those who are not yet clients, but interested in pursuing a possible financial “partnership” with a highly skilled, credentialed and experienced planning professional uniquely suited to assist in building, managing and preserving their hard-earned wealth. My primary role is that of a wealth management advisor, developing, implementing and monitoring portfolios uniquely suited to my clients' personal goals, investment objectives and risk tolerances. My comprehensive services go well beyond portfolio planning, management and monitoring, however. To learn more about my services, I invite you to either contact me directly or click on the button labeled LEARN MORE ABOUT MY SERVICES in the box above titled HOW I HELP MY CLIENTS.
Finally, I built this website to help educate and empower all other individuals interested in taking greater control of their financial path and destiny. Regardless of which category you fall in above, you will find a wealth of information on my site including articles, newsletters, videos, magazine-style flipbooks, a tax library, useful financial calculators, a financial glossary as well as other useful web links. To explore these options further, I invite you to click on the RESOURCES menu option at the top of this page.
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