Cary Street Partners Expands with Acquisition of Keene & Dorchak

Strengthening Wealth Management Presence with New Fort Worth Office

Cary Street Partners (CSP) is pleased to announce the acquisition of Keene & Dorchak, a highly respected wealth management firm based in Fort Worth, Texas. This strategic move further strengthens CSP’s presence in the region, reinforcing the firm’s commitment to delivering exceptional financial planning and investment management services to clients.

Keene & Dorchak will fully integrate into Cary Street Partners, operating under the CSP brand effective immediately. The firm’s Fort Worth office will become CSP’s newest location, enhancing the company’s ability to serve clients across Texas with comprehensive wealth management solutions. CSP already has a strong presence in Texas, with offices in San Antonio and Austin, further demonstrating its commitment to the region.

“We are thrilled to welcome the Keene & Dorchak team to Cary Street Partners,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners. “Their deep expertise, client-centric approach, and strong reputation in the Fort Worth market align perfectly with our mission to provide a higher standard of service. This acquisition represents another step forward in our long-term strategy of expanding our footprint in key markets.”

With a proven track record of delivering personalized financial strategies, Keene & Dorchak has built lasting relationships with individuals, families, and businesses throughout the region. By joining CSP, the firm’s clients will gain access to enhanced resources, advanced technology, and an expanded network of financial professionals dedicated to helping them achieve their financial goals.

“We are excited to become part of the Cary Street Partners family,” said Matthew Dorchak, Financial Advisor, Director. “From our first conversations, it was clear that CSP shares our core values of integrity, service, and commitment to clients. This partnership allows us to elevate the services we provide while maintaining the personalized approach our clients expect.”

John Keene, Founder of Keene & Dorchak, echoed this sentiment. “Matt and I have worked together for 13 years, and we knew this was the right decision for our clients. CSP’s culture, resources, and dedication to client success align perfectly with what we’ve built over the years. We look forward to this new chapter and the enhanced capabilities we can now offer.”

This acquisition marks a significant milestone for Cary Street Partners as the firm continues its growth trajectory. The integration of Keene & Dorchak into CSP further solidifies the company’s dedication to delivering high-quality wealth management services in a culture rooted in independence, objectivity, and excellence.

For more information about Cary Street Partners please visit https://carystreetpartners.com.

About Cary Street Partners

Cary Street Partners is a leading independent financial services firm providing comprehensive wealth management solutions, including investment management, financial planning, and advisory services. With commitment to integrity and personalized service, CSP helps individuals, families, and businesses navigate their financial futures with confidence.

Cary Street Partners is the trade name used by Cary Street Partners LLC, Member FINRA/SIPC; Cary Street Partners Investment Advisory LLC and Cary Street Partners Asset Management LLC, registered investment advisers. Registration does not imply a certain level of skill or training.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250403698051/en/

“Their deep expertise, client-centric approach, and strong reputation in the Fort Worth market align perfectly with our mission to provide a higher standard of service.” -Joseph R. Schmuckler, CEO, Cary Street Partners