Wealth PartnersThe Kelly Group
Awards and Industry Recognition
Forbes
Your Single Point of Contact for All Your Financial Needs
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Goals-Based: Wealth Planning, Investing, Banking and Lending
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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 research1teams, which aid us in delivering goals-based solutions 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.
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.
Trusted Advice, Whenever You Need It
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, whenever you need it.
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1Source: Institutional Investor, 2022
Meet Our Team
Specialist Resources
Insights
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
March 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Zooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read Now
Eye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
April 2, 2024The latest Eye on The Market discusses the good, the bad and the ugly with tech valuations, AI, energy and U.S. politics.Read Now
Bubble or bliss? Why we think stocks could grind higher.
March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read Now
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowMarch 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read NowWhat is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarch 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowZooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read NowEye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
April 2, 2024The latest Eye on The Market discusses the good, the bad and the ugly with tech valuations, AI, energy and U.S. politics.Read NowBubble or bliss? Why we think stocks could grind higher.
March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read NowTransgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now