Wealth PartnersThe Kelly Group
Awards and Industry Recognition
Forbes
Stewards and caretakers
We are stewards. We hold your wealth, your plans, and your family's future in trust, with the same long-term care and discipline we bring to our own.
We know and care for our clients. When something important happens — good or bad — you will always be speaking with a team that knows you.
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 — and to delivering an exceptional level of service. We are equally committed to educating and engaging the next generation, so that your family's wealth and legacy endure for generations to come.
As a family-founded 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 provide a unique family-office experience that brings together:
- Integrated wealth planning
- 125 years of combined discretionary portfolio management and investment management experience
- A long-term investment time horizon
- Trust and estate planning
- Retirement and cash flow modeling
- Gifting and education strategies
- Lending and banking capabilities
- Business and executive planning resources
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 and professionalism.
J.P. Morgan's intellectual capital
We offer direct access to J.P. Morgan's thought leadership and awardwinning research teams, which aid us in delivering goals-based strategies 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 highnet-worth individuals and their families.
Meet Our Team
Specialist Resources
Insights
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A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowPlanning for separation or divorce
November 12, 2026Make sure to plan for all potential outcomes.Read NowNew year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowPlanning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowHow to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowA guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowThe blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowLeaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowA loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now