Wealth Management

Money is a means to an end. Proper wealth management means building and using your financial resources intelligently to help you achieve your most precious desires: buying a home, raising a family, educating your children, enjoying a comfortable retirement, and leaving a legacy you can be proud of.  .

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Capital Management

As stewards of your financial assets, we adhere to a disciplined investment process while focusing on your specific needs. Avoiding the gimmicks and passions of the day, we stay true to core, time-tested investing principles.

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CPA and Consulting

Consistent with The Kelly Group’s holistic approach, our knowledgeable and experienced CPA team seeks to understand your particular circumstances when providing tax and consulting services. For individuals, business owners, and non-profits, we address the complex issues so that you can find comfort and stay focused on what’s most important to you.

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©2016 Broadridge Investor Solutions, Inc.

The Kelly Group Happenings

The Kelly Group visits Franklin Templeton

2016.03.18 – Three members of The Kelly Group’s Investment Committee traveled to Short Hills New Jersey to visit with portfolio managers of Franklin Templeton, one of the mutual fund companies we utilize. Flanked by Chad Arrington and Charlie Wolpoff on the... read more

Bill and Bryan Kelly Recognized as Top Financial Advisors

2.2016  Bill and Bryan Kelly, co-founders of The Kelly Group, were both named to Cambridge Premier Club 2016 by our independent broker-dealer, Cambridge Investment Research, Inc. (Cambridge). This honor recognizes a financial advisor’s independent business... read more

3.1.2016: Chuck receives Divorce Analyst credentials

Chuck Wienckowski, CPA/PFS, recently completed a specialized certification program in professional divorce analysis and is now a Certified Divorce Financial Analyst® (CDFA®). Chuck is trained to provide financial information and assistance to people going through a... read more

Check the background of these investment professionals at FINRA’s BrokerCheck.