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Independent Wealth Management & Family Office Services

Comprehensive Wealth Management Designed Around Your Life

Helping families, founders, executives, retirees, and business owners build, protect, and transition wealth through independent financial guidance and tax-efficient planning.

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1996
Founded
Independent
Fiduciary Guidance
Family Office
Style Services
Custody Services Provided by
Charles Schwab
Advisor Services
Our Services
Integrated Planning for Complex Financial Lives

We provide coordinated financial planning, investment management, retirement planning, and family office-style services designed for affluent individuals and families.

Wealth Management

Customized portfolios aligned with your long-term financial goals and risk tolerance.

Family Office Services

Integrated oversight across investments, tax strategy, estate coordination, and wealth preservation.

Founder Planning

Liquidity event planning, concentrated stock strategies, and succession planning for entrepreneurs.

Retirement Planning

Income-focused planning designed to help create financial confidence in retirement.

Tax-Efficient Strategies

Coordinate investment and withdrawal strategies with long-term tax planning considerations.

Estate Coordination

Collaborative planning designed to help preserve and transfer wealth efficiently.

Personal & Business Insurance

Comprehensive coverage solutions for all your personal and business insurance needs — from life and health to property, liability, and key-person protection.

Experience, Independence, and Personalized Guidance

At Key Group Wealth, financial planning is never one-size-fits-all. We work closely with affluent families, founders, retirees, and business owners to develop customized strategies.

Independent fiduciary approach
Family office-style coordination
Tax-aware investment planning
Multi-generational wealth strategies
Personalized long-term relationships
Customized retirement income planning
30+
Years of Advisory Experience

Combining institutional experience with personalized independent advice to help clients navigate investment management, retirement planning, business transitions, and generational wealth planning.

Meet Our Advisors

Experienced financial professionals focused on long-term client relationships and customized planning strategies.

Patrick Murray
PM
Patrick Murray, CFP®, ChFC®
Founder
Pat founded Key Group Management in 1996 and serves as President. A Villanova graduate with CFP® and ChFC® designations, his 33-year career began on the floor of the American Stock Exchange with E.F. Hutton. He also worked the Fixed Income Trading Desk at Paine Webber in New York and Los Angeles before becoming a Financial Advisor.
Colin Heafy
CH
Colin Heafy
Founder
Colin founded Key Group in 1996 and holds an Economics degree from Villanova University. He served as Assistant VP of Investments at Paine Webber prior to founding the firm. Earlier roles included the NYSE floor, Dean Witter Reynolds, and Drexel Burnham Lambert. With a career spanning over 35 years — from the trading floors of New York to founding Key Group in 1996 — Colin brings a depth of financial expertise and industry insight that few can match.
Brendan Heafy
BH
Brendan Heafy
Advisory Team
Brendan holds a degree from Villanova University and brings a background in technology sales, where he developed strong expertise in client relationships and business development. He now applies that experience to helping clients at Key Group build and protect wealth through personalized financial planning and investment strategies. Brendan holds a Life & Health Insurance License.
Brendan Heafy is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.