DeGreenCo, LLC & Keith DeGreen, J.D., CFP^TM

On January 1, 2023, attorney and Certified Financial Planner™ Keith DeGreen retired from Allworth Financial, and from the financial services industry.

In late 2021, Allworth purchased the assets of Keith’s firm, DeGreen Capital Management (DCM). In our opinion, Allworth is an excellent investment advisory firm.

DCM was the second investment advisory firm that Keith built and sold during his career. Over the years, the two firms collectively managed more than $1B, had many wonderful clients, and employed some amazing and talented people.

As Keith retires, he bids farewell to hundreds of current Allworth clients and to a great team at their Paradise Valley, AZ, office. The team includes long-time administrators Donald Ebey and Deborah Wilson, and Keith’s son, investment advisor Sam DeGreen.

Sam continues to host a popular financial talk show on NewsTalk AM 550, KFYI. Keith had also hosted the show since 1989.

We wish to sincerely thank our clients for their loyalty over the years. For Keith, it has been a privilege to serve you. Sam, Don, Deborah, and the entire nationwide Allworth team look forward to providing outstanding professional services to you for many years to come.

Upon retiring, Keith changed the name of DeGreen Capital Management to DeGreenCo, LLC. The company is no longer in the investment advisory business.

We are currently evaluating various business opportunities.

But keep checking this site, and you’ll be among the first to know…

– Keith DeGreen