Client Access
McKeever
McKeever

Make a Referral

If you're happy with the personal service we offer, consider telling a friend about us.

Since 1989, our only business has been partnering with affluent clients to help them manage the personal intricacies of significant wealth. And while our disciplined and measured approach isn't what everybody is looking for, we're always happy to introduce ourselves to the friends and family members of our valued clients. If you know someone who may be able to benefit from our services, please fill in the form below. Rest assured, the information you provide will be treated with complete confidence.

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Referral’s Information

This form is provided for your convenience. To ensure timely responses, we cannot accept instructions for trades or other time-sensitive information through this form. For your security, we recommend that you do not disclose account numbers, passwords or other sensitive information in a message. Please see our Online Privacy Statement regarding the use of e-mail.