Achieve financial freedom with professional wealth management


Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.

In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.

We can help you and your family:

  • Develop a comprehensive plan for your short- and long-term financial goals
  • Maximize your after-tax investment returns given your needs for income, growth and security
  • Protect your family’s financial security with insurance solutions
  • Implement retirement income strategies
  • Design a succession plan for a smooth transition that funds your future plans
  • Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
  • Build a legacy and enrich the lives of others with charitable giving

Contact us today to set up a chat and see how we can help.

David Kelly, CPA, CA, FMA, FCSI, CFP

Portfolio Manager & Investment Advisor

709-576-4596 | Email me