Cary Street Partners Acquires Fort Worth-Based Keene & Dorchak, Increasing Presence in Texas

Cary Street Partners has recently broadened its reach in Texas by acquiring Keene & Dorchak, a notable wealth management firm based in Fort Worth. The specific financial terms of this acquisition were not publicly disclosed. This move marks a strategic expansion of Cary Street Partners’ presence in Texas, adding to their existing locations in Austin and San Antonio.

Keene & Dorchak, led by founders John Keene and Matthew Dorchak, will now operate under the Cary Street Partners umbrella, effectively integrating into the CSP brand. The decision to merge was driven by a shared vision for client satisfaction and a belief in leveraging the resources and expertise that Cary Street Partners offers. John Keene expressed confidence in the decision, stating, “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.”

Clients of Keene & Dorchak will benefit from enhanced resources, cutting-edge technology, and an expanded network of financial professionals as a result of this integration. Matthew Dorchak articulated this sentiment, stating, “We are excited to become part of the Cary Street Partners family. 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.”

CEO of Cary Street Partners, Joseph R. Schmuckler, emphasized the synergies between the two firms, highlighting Keene & Dorchak’s expertise, client-centric approach, and strong reputation in the Fort Worth market. He underscored the significance of this acquisition in furthering Cary Street Partners’ mission to deliver exceptional service and expand their presence in key markets. This strategic move aligns with their long-term growth strategy and commitment to setting a higher standard of service.

Overall, the joining of forces between Cary Street Partners and Keene & Dorchak represents a significant milestone for both firms. Clients can anticipate a seamless transition and an elevated level of service backed by a wealth of resources and a shared commitment to client satisfaction. This acquisition underscores Cary Street Partners’ dedication to growth and excellence in serving clients across Texas and beyond.