For more than 30 years, Keith Van Dell has helped successful individuals, families, and business owners make thoughtful decisions about the wealth they have worked a lifetime to create.
As a Founding Partner and Wealth Advisor at Waypoint Wealth Group, Keith specializes in working with high-net-worth clients approaching or navigating the transition from accumulating wealth to deciding what they want their wealth—and their life—to accomplish next.
Many of Keith’s clients are business owners, executives, and professionals who love what they do and have no desire to simply stop working. Their business or career may be an important part of their identity and purpose. For them, financial independence isn’t necessarily about retirement—it’s about reaching the point where work becomes a choice rather than a necessity.
Keith often describes his role as serving as a “personal CFO” for his clients and their families, helping coordinate investments, retirement income, tax strategies, estate planning, business interests, charitable giving, and multi-generational wealth decisions. He works collaboratively with clients’ CPAs, attorneys, and other professional advisors to help bring the pieces of their financial lives together.