Fresca Keller Wealth is a boutique wealth management practice based in Lexington, KY, offering personalized financial planning and investment services. With over 30 collective years of experience, their team of former practicing attorneys, CERTIFIED FINANCIAL PLANNER Professionals, and Certified Private Wealth Advisor Professionals provide comprehensive advice that goes beyond just managing portfolios. They aim to help clients organize their financial lives, stay focused on their long-term goals, and address the complexities of their financial situations.
Backed by the global resources of UBS, one of the world's largest wealth managers, Fresca Keller Wealth combines their unique legal, accounting, and financial backgrounds to coordinate all aspects of their clients' financial lives. Their commitment to building long-lasting relationships, providing trusted advice, and delivering exceptional personal service has earned them industry recognition, including being named Forbes Best-in-State Wealth Advisors multiple times. Whether clients are individuals, families, professionals, or businesses, Fresca Keller Wealth offers simplified solutions tailored to their specific needs and aspirations.
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