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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now