Unbiased Financial Advice and Investment Management.
The Mission
To help individuals and families reduce stress and maximize the potential of reaching their financial goals with unbiased advice.
A digital platform to deliver a personal and tailored approach to financial planning and wealth management.
The Tools
Investment Management
Put your investments to work in the most effective way possible.
Financial Planning
Get organized with a plan to reach all your financial goals.
Portfolio Analysis
Evaluate your current holdings and recommend improvements.
Unconstrained Equity
Invest in companies positioned to outperform over the long term.
Financial Education
Leverage our financial education to benefit your loved ones.
Professional Network
Connect with external experts to help you with your other needs.
The Team
CHASE REID, CFA, CPWA®
FOUNDER and FAMILY WEALTH ADVISOR
Chase is a Chartered Financial Analyst (CFA) holder and a registered Certified Private Wealth Advisor (CPWA®). Prior to founding Stonekeep, Chase worked as an investment analyst and as a private wealth advisor at Westwood Holdings Group in Dallas, TX. His passion is helping families manage and maximize assets in a way that is individualized and personal. He graduated with a B.A. in Economics and a minor in Finance from Vanderbilt University where he met his wife, Alyson Reid. Together they have two children, Ava (8) and Elsie (6), and reside in Irving, TX.
SCOTT GEPPERT, CFA
CHIEF INVESTMENT OFFICER
Scott is a Chartered Financial Analyst (CFA) holder and is the Chief Investment Officer for Stonekeep Investments. He has a variety of investment experience as a public equity analyst at Westwood Holdings Group and as a private investment analyst at Prudential Capital Group, both in Dallas, TX. He has a passion for analyzing companies, market trends, and innovation. Scott graduated magna cum laude with a B.S. in Economics and a B.B.A in Finance from Southern Methodist University (SMU). Scott lives in Irving, TX with his wife, Lauren, and their four children, Hudson (8), Henry (8), Foster (4), and Caroline (3).
