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Welcome from The Kelly & Schertz Group

We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Proud to work with a nationally recognized teammate

At Kelly & Schertz Group, we are very proud that Financial Advisor Christopher Kelly has been named an AdvisorHub “Advisors to Watch” award recipient in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Christopher!

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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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.

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Latest Insights

Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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