Keith Severson

Senior Advisor

About

Keith Severson is a seasoned financial advisor and the founder of Severson Private Wealth. After building a successful career in financial services that required extensive travel, Keith made the pivotal decision to prioritize his family. This led him to establish Severson Private Wealth, a boutique advisory firm dedicated exclusively to high-net-worth individuals and families.

With a deliberate focus on personalized service, Keith limits his client roster to 100 clients to ensure exceptional attention and deep, lasting relationships.

In 2020, he merged with Lifeworks to enhance his offering through sophisticated investment strategies and robust, institutional-grade back-office support. Today, Keith specializes in comprehensive wealth management tailored to the complex needs of affluent clients. He currently has openings available for new clients seeking a dedicated, long-term advisory partnership.

Connect with Keith

Book an introductory call with Keith to get to know one another and learn about how Lifeworks can help you achieve your financial dreams.