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Who We Are

The Kelly & Wohlner Group is a boutique, private wealth management practice, providing comprehensive financial consultation and sophisticated portfolio management services to successful individuals and families. We serve our clients as trusted advisors, creating and implementing personalized strategies that help you pursue your goals and preserve your legacy. We are committed to upholding high standards of quality, integrity and transparency in all that we do.

Our Mission

At The Kelly & Wohlner Group, our mission is to provide you with insightful guidance, robust investment knowledge and customized wealth management solutions that help you achieve your long-term objectives. We believe that financial strategies should be tailored to your distinct circumstances and preferences, which is why we work with you to understand your values, needs, lifestyle and vision for the future.

Client Driven

As fiduciaries, your interests guide all decisions, but mutual trust is key.

A fiduciary is an individual in whom another has placed the utmost trust and confidence to manage and protect property or money. It is a relationship in which one person has an obligation to act for another's benefit. This means that the discipline of putting your interests first and providing objective advice and solutions is more than just a worthy ambition; it is our duty.

We learn all we can about you and encourage you to be actively involved with your financial plan and portfolio strategy. We strive for long-term relations, optimal growth and shared success.

Focus on Growth

Growth is achieved within parameters defined by clients. We aim to keep pace with markets and limit losses. Our keys to growth are long-term positioning, exploiting short-term opportunities with tactical allocations and risk management.

Transparency & Integrity

We do not have sales goals, and we do not receive a commission on the products we recommend. Instead, we leverage access to top-tier resources and solutions, and select only those that align with and support your financial objectives. We are devoted to offering you objective advice and a transparent model.

Coordinated Strategies

We work with you to create strategies that coordinate your portfolio, investments and financial needs. Additionally, we partner with your CPA, estate planning attorney and other trusted advisors to ensure cohesion across all areas of your financial life.

Holistic, Knowledgeable Advice

Market conditions constantly change. It is of the utmost importance to be knowledgeable in the financial industry, as well as domestic and global events that impact the markets. We are committed to staying up-to-date on relevant events, laws, regulations and influencers in order to provide you with informed, proactive financial advice.