Kelly, Brown & Reilly Wealth Management Group

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

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. 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.