Wealth PartnersThe Kelly Group
Welcome
At Kelly Group Wealth Partners, it is our mission to be your family's trusted wealth advisor so that you become a client for life. We strive to help you and your family pursue your life goals by utilizing our proven, value-based, long-term investment philosophy and integrated wealth management strategies.
We are a family team operating with honesty, integrity, trust, and results. Helping families pursue their life goals is at the core of what we do. We invite you to explore a relationship with us.
Goals-Based Planning
Each client has a range of specific and diverse goals, from retirement to education, to philanthropy. We work with you to understand, define, quantify and prioritize these goals, ultimately translating them into a unique wealth management and investment plan for you. Proper goals-based planning can provide you with greater confidence that you can reach your long-term goals. This process is ongoing and refined throughout our relationship as your goals evolve. The success of your plan is measured through your progress toward your goals over a long period of time.
Investment Approach
We employ a proven, value-based, long-term investment philosophy, creating diversified portfolios comprising individual securities that are focused on our highest-conviction ideas. Whether you are hands-on or hands-off with the decision-making process, investment services are provided directly by The Kelly Group. This gives you full transparency and knowledge of the investments in your portfolio.
A Family Office Approach
We provide comprehensive wealth management through a personalized approach similar to a family office–incorporating investment, planning, banking and lending to service the financial needs of high-net-worth individuals, families, and their businesses. With this personalized approach, we work with multiple generations of families to implement wealth transfer strategies for the next generation.
Experience
Jack, John and Rob Kelly have over 100 combined years of portfolio and wealth management experience advising clients in good times and bad. We are members of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client assets and are subject to ongoing reviews. With this experience and expertise, clients see us as a source of strength, stability and comfort.
Meet Our Team
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now