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"Our purpose is to help your family reach your unique goals by providing customized, trusted advice"
Wealth Partners
The Kelly Group

Wealth Partners
The Kelly Group

"Our purpose is to help your family reach your unique goals by providing customized, trusted advice"

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2026 • 2025 • 2024
About The Kelly Group

"Our purpose is to help your family reach your unique goals by providing customized, trusted advice."

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

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.
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 research1 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 high-net-worth individuals and their families
Trusted Advice
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.

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

Markets and Economy

A balancing act: The trade-off between debt and defense

April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
Markets and Economy

The defensive playbook isn’t your average inflation roadmap

April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
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Family Legacy

When disaster strikes: How to give with intention and impact

April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Personalized guidance begins with a conversation.
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