Wealth PartnersThe Kelly Group
Awards and Industry Recognition
Forbes
Your Single Point of Contact for All Your Financial Needs
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Goals-Based: Wealth Planning, Investing, Banking and Lending
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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.
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1Source: Institutional Investor, 2022
Meet Our Team
Specialist Resources
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now