Customized strategies & attentive service

What makes us different

We help create financial security and peace of mind for businesses, individuals and their families. We accomplish this by providing our clients with a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

We welcome you to experience The Karkenny Team difference for yourself. Contact us today to set up a meeting.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Investment philosophy

We develop customized investment portfolios tailored to each individual’s objectives, drawing from a wide selection of products and services. Because your needs change over time, we review your portfolio on a regular basis, conducting client reviews and making adjustments as needed.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation Contact Us.

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Latest Insights

mature business owner looking at ipad

Exploring the psychology of charitable giving: Three mental barriers that hold donors back

Despite generational differences, the obstacles donors face around giving are largely the same.

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Disclosures

Scott Karkenny is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MN, MO, MS, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA. California Insurance License # 0K87242.

Scott Karkenny, NMLS # 2114152 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.