Winged Keel Group, Inc. was established to provide the highest quality Financial Security Management™ services for institutions, affluent individuals, and families.

The name of the firm was inspired by the America's Cup Yacht Race of 1983. Contested for over 140 years, the America's Cup is the oldest continuous competition in sport. The 1983 race marked the first time that the challenger had won the cup since the contest began over a century ago. The key to victory was the development of a "winged keel," which allowed the challenging yacht to move faster through the water without sacrificing the stability for which the keel is essential. Sophisticated observers were able to “look beneath the surface” to recognize the significance and value of this innovation.

In a similar manner, Winged Keel Group uses innovation "beneath the surface" and a commitment to excellence to distinguish itself in the financial services business. Winged Keel Group has developed a reputation for the capable management of long-term financial security strategies for individuals through our Private Clients practice and for corporate executives through our Selective Executive Benefits and Company Sponsored Benefit™ programs.

Since 1991, Winged Keel Group, Inc. has built meaningful and trusting relationships with its clients to help them prepare for their future, protect their families, and pursue their dreams.

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