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We strive to create personalized and comprehensive financial plans

Each plan is designed and tailored to evolve and grow through a committed partnership with each client. Dedicated collaboration with other finance industry professionals, such as CPAs and Estate Attorneys, allows each plan to develop and mature to meet all stages of a client’s financial life.

The Company

Meet your financial team

KGE Wealth Management has built a name for itself as a trusted independent financial solutions firm. As a founding partner of KGE with over 25 years experience, Financial Advisor Keith Ellen strives to help clients meet their long-term financial goals.

Meet the team

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