Katy Travis
Key North Private Wealth Management Group of Wells Fargo Advisors provides private wealth management to individuals and families, business owners, and corporate executives. The name "Key North" reflects our commitment to guiding our clients towards financial success and security, much like a compass pointing towards the North Star. Our experienced team of financial professionals is here to help you navigate the complex world of investment management and guide you and your family in reaching your financial goals.

By building long-term, trusted relationships, our mission is to provide clients with the financial confidence they need to lead fulfilled lives. 

We seek to accomplish this through consistent communication, in-house portfolio management and investment planning tailored to the needs of each client.

Consistent Communication

We take the time to build strong relationships with all family members and engage in direct and consistent conversations to delve into what really matters. As part of our process, we can collaborate with your other professional advisors, including your attorney and accountant, to ensure seamless communication and information exchange.

In-House Portfolio Management

Drawing on our years of experience and extensive professional resources, we provide you with a wide array of customized investment solutions. Our in-house portfolio management allows for a flexible and tailored approach that can work to maximize returns and help you reach your goals.

Comprehensive Investment Planning

Our personalized planning strategies are tailored to your specific goals and risk profile so you can have confidence in your journey toward financial success and a secure tomorrow. Understanding that life changes and rarely unfolds as we may anticipate, we continue to review the plans, make adjustments as your needs change, and measure progress towards goals. As your needs evolve and decisions need to be made, we will evaluate the options available and help you understand the financial impact of each choice, so you are positioned to make the best decisions for you, your family or your business.