The Keats Group - RBC Wealth Management - Chevy Chase, MD
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The Keats Group - Chevy Chase, MD
The Keats Group
Paul Keats Jr.
Senior Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus
John Keats, CFP®
Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus
Daniel R. Campos
Registered Associate
5425 Wisconsin Ave.
Suite 301

Chevy Chase, MD 20815
Map & Directions

Toll Free: (866) 536-8135
Fax: (301) 907-2701

Dedicated to Achieving Financial Goals

Welcome to The Keats Group

Our goal is to provide an unparalleled level of service to our clients. Focusing our efforts on comprehensive wealth management planning helps to ensure that we are not only aware of our clients' current needs but also anticipating and planning for their needs in the future.

 

What is Important to You
Professional wealth management helps you to anticipate your needs, prioritize your objectives and prepare financially to accomplish them. All of The Keats Group's efforts at RBC Wealth Management are centered around helping you to achieve your financial objectives so that you can focus on the things that are most important to you. We are able to assist you with the following:

 

  • Planning for retirement
  • Creating an income during retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating the legacy you want to be remembered by


How "Sensitive" is Your Retirement Portfolio?

To fully appreciate your portfolio’s "sensitivity" to all variables that will impact a comfortable retirement, you need to look beyond performance. Inflation, taxes, life expectancy and health care are just a few of the variables that could significantly alter your disposable income during retirement. For a more comprehensive look at retirement income planning, review our Retirement Funding Sensitivity™ white paper or contact us to discuss your retirement plan.


Financial Markets Commentary: Strong Dollar Here to Stay

GlobalInsight.jpgWith the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities. Read the full economic outlook in the latest edition of Global Insight.

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We welcome you to experience The Keats Group difference for yourself. Contact us today to set up a meeting.


Contact Us


Paul Keats Jr. is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OR, PA, RI, TN, TX, UT, VA, WA, WV

John Keats is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OR, PA, RI, TN, TX, UT, VA, WA, WV

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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