Wealth PartnersThe Kelly Group
Awards and Industry Recognition
Forbes
"Our purpose is to help your family reach your unique goals by providing customized, trusted advice."
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Goals-Based: Wealth Planning, Investing, Banking and Lending
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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
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read Now
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read Now
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read Now
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now