Business Details
20 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
Whole Wealth Management is an independent financial services firm dedicated to helping individuals and families achieve financial well-being. Founded in 2006 by Jeffrey W. Keefe, our firm combines personalized financial planning with investment management to align clients' resources with their values and life goals. With over 30 years of combined experience, we specialize in retirement planning, tax-efficient investing, and wealth preservation strategies tailored to busy professionals and retirees.Our fiduciary approach prioritizes clients' interests through transparent decision-making and access to comprehensive resources via our partnership with Commonwealth Financial Network. We serve clients across New Hampshire and beyond, maintaining rigorous compliance standards while fostering community engagement through local initiatives.
Services
Financial Planning
Investment Management
Retirement Planning
Second Opinion Services
Financial Well-Being Assessment
Details
- Year established: 2006
Highlights and features
- We offer 30+ years of combined experience in fiduciary financial planning
- Our independent broker/dealer partnership ensures unbiased investment recommendations
- We implement personalized financial plans anchored in client values
- Our team holds advanced designations including AIF and FPQP certifications
- We've earned 13 consecutive Five Star Wealth Manager awards for client service
Associations and certifications
- State of New Hampshire
- Commonwealth Financial Network
What people say
Personalized financial solutions
Expert retirement planning
Fiduciary commitment
Professional team
Long-term value
Services
Financial Planning
We develop comprehensive financial plans that align your resources with personal values and life goals. Our process includes analyzing cash flow, risk management, retirement strategies, and tax-efficient investment approaches. Clients receive documented implementation strategies with regular plan reviews to ensure ongoing alignment with evolving needs.
Investment Management
Our fiduciary investment management combines strategic asset allocation with active portfolio monitoring. We create customized investment strategies considering risk tolerance, time horizons, and tax implications. Services include retirement account optimization, educational savings plans, and wealth preservation strategies for both growing and established investors.
Retirement Planning
We specialize in creating sustainable retirement income plans through systematic analysis of Social Security optimization, required minimum distributions, and pension strategies. Our approach addresses longevity risks, healthcare costs, and tax-efficient withdrawal methods while ensuring wealth preservation for future generations.
Second Opinion Services
Our expert review service evaluates existing financial strategies for accuracy and effectiveness. We analyze current portfolios, retirement projections, and risk management approaches to identify gaps and opportunities. Clients receive actionable recommendations to improve their financial positioning and confidence in their plans.
Financial Well-Being Assessment
This diagnostic service evaluates your current financial status through comprehensive analysis of assets, liabilities, and investment performance. We provide actionable insights to improve financial health, covering debt management, savings optimization, and goal alignment strategies tailored to your specific circumstances.
People
Jeffrey W. Keefe
Senior Financial Advisor, Founding Principal
With 30+ years of experience, Jeff founded Whole Wealth Management in 2006 after 13 years as an American Express Financial Advisor. He holds Series 7, 24, 63, 66 securities registrations, AIF and CLTC designations, and has earned 13 consecutive Five Star Wealth Manager awards. Jeff specializes in helping clients achieve financial well-being through personalized planning.
Lynda A. Moores
Financial Paraplanner, Client Relations Manager
Lynda joined the team in 2011, bringing extensive financial planning expertise. She holds FPQP certification and an Associate of Science Degree in education. As a former client, she uniquely understands client needs and ensures smooth operations while assisting with financial plan implementation and client service requests.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, tax-efficient investing, risk management, and wealth preservation tailored to your specific life stage and goals.
How are you compensated for your services?
We operate as a registered investment adviser with transparent fee structures. Compensation details are fully disclosed during initial consultations and documented in our Form CRS.
Do you work with out-of-state clients?
Yes, we serve clients nationwide through virtual consultations while maintaining compliance with state registration requirements for financial advisors.
What makes your firm different from other advisors?
Our fiduciary approach combines personalized planning with access to national resources through Commonwealth Financial Network, prioritizing client interests without product sales pressure.
How often do you review financial plans?
We conduct comprehensive plan reviews annually with quarterly check-ins, adjusting strategies as needed for life changes, market conditions, or regulatory updates.
Can I get a second opinion on my existing plan?
Yes, our expert review service evaluates existing financial strategies and provides actionable recommendations to improve effectiveness and alignment with your goals.
