"We aim to be the single point of contact for all your financial needs in order to help you simplify your financial life."
Wealth Partners
The Kelly Group

Wealth Partners
The Kelly Group

"We aim to be the single point of contact for all your financial needs in order to help you simplify your financial life."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024
About The Kelly Group

Your Single Point of Contact for All Your Financial Needs

Goals-Based: Wealth Planning, Investing, Banking and Lending

The Strength of J.P. Morgan
The Kelly Group resides within J.P. Morgan Wealth Management, a powerhouse in asset and wealth management. We are backed by the firm's fiscal strength, bringing more than 200 years of proven experience, professionalism and a fortress balance sheet comprised of more than $2 trillion in assets under management.
J.P. Morgan's Intellectual Capital
We offer direct access to J.P. Morgan's thought leadership and award-winning research1teams, which aid us in delivering goals-based solutions for all your wealth planning, investing, banking, and lending needs.
Wealth Partners
We are proud to stand among the small and elite division of Wealth Partners, named by the firm for our outstanding ability to address the exclusive opportunities and extraordinary challenges afforded to high-net-worth individuals and their families.
The Kelly Group's Difference
The Kelly Group is a multi-generational team, with over 125 combined years of investment management and wealth management experience between father and two sons: Jack, John, and Rob Kelly. We have grown to a team of seven enterprising, diverse professionals who are committed to ensuring you are able to reach your long-term life goals.
As a family-founded, multi-generational team, we possess a unique ability to understand the complexities that accompany wealth, as well as that each and every client's family has their own story. As such, we recognize the importance of catering to you and your family's specific goals through a highly-customized plan and the personalization of the family-office experience. Our family values drive every decision our team makes, and we remain steadfast in doing for your family what we would do for our own.
Trusted Advice, Whenever You Need It
We recognize that more than just the markets have a financial impact on families' lives. As a member of our Wealth Management family, we are committed to guiding you through both good times and bad with trusted advice, whenever you need it.

1Source: Institutional Investor, 2022

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Wealth Planning

Providing for your loved ones during your lifetime

January 9, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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