Your financial life can be complicated.

We're here to make it easier for you.


The Di Rocco Keenan Wealth Advisory Group serves as a financial concierge, managing all aspects of our clients' financial journeys. With over 50 years of combined experience, we offer a fresh, thoughtful understanding to financial management, delivering exceptional service and tailored advice for each clients' unique situation.


Meet Our Team


What We Believe In

  • Accountability
  • Power of Listening
  • Education for our Clients and Ourselves
  • Integrity



What We Do

  • Wealth Management and Retirement Planning
  • Portfolio Management
  • Estate and Insurance Planning
  • Business and Succession Planning
  • Financial Concierge
  • Tax Planning