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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The Kelly Group Happenings

Chucks sails on Stars & Stripes

    During a recent trip to San Diego, Chuck Wienckowski and his wife Ann boarded the former America’s Cup yacht, Stars & Stripes, for a two hour sail around the harbor. The pair were put to work as crew members during a portion of the trip.  Chuck reports...

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Wolpoff attends Davis Forum

As part of The Kelly Group’s investment due diligence process, Charlie Wolpoff attended an investment forum hosted by Davis Advisors, one of TKG’s strategists. Presenters included Chris Davis (left) and Danton Goei, co-managers of the Davis funds held by...

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Bill and Lois dance for the arts!!!

Bill and Lois Kelly participated in the “Dancing for the Arts” fundraising competition to benefit the Harford County Center For The Arts.  Over the course of two days, the dancers performed three times for different audiences.  Bill and Lois were cheered on by family,...

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