Our mission

With decades of financial experience between us, our mission is to provide a comprehensive approach to financial planning and investment management to help you achieve not only your financial goals, but your life dreams. We understand investing can be complex and often overwhelming. We strive to eliminate confusion, reduce stress and provide sound guidance in the navigation of an ever-fluctuating market. By taking extra care to clearly understand what’s important to you, we are able to align your finances with your lifestyle and priorities. As a team of experienced financial advisors with diverse experiences and perspectives, we use a collaborative process to explore and create unique solutions for you and your family.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team 

Team photo for Kelly, Brown, & Reilly Wealth Management Group

Learn more about us. 

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Disclosures

Clifton Kelly is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, IL, MA, ME, MN, MT, NC, NM, NY, OR, SC, TX, VA.

Clifton Kelly, NMLS # 558329, and Terri Brown, NMLS # 558333 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Terri Brown is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, IL, KS, MA, ME, MN, MT, NC, NM, NY, OR, SC, TX, VA. California Insurance License # 0C49960.

Stuart Reilly is currently registered to conduct business with residents of the following states: AK, AZ, CA, FL, IA, ID, IL, MT, OR, TN, TX, UT, VA. California Insurance License # 0A45307.

Read additional advisor disclosures.