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Fresh perspectives on wealth
We're a wealth management team who specializes in solutions designed to help meet your unique financial goals.
Our Team
Amy Kelly, CFP®
Co-Founder / Financial Planner
Amy focuses on financial planning, tax strategies, portfolio management, estate planning strategies and divorce planning.
Brian Hennessy
Co-Founder / Financial Advisor
Brian focuses on retirement planning, portfolio management , wealth protection, elder strategies and ERISA plans.
Prepare for tomorrow
We're a financial planning agency that specializes in solutions tailored to our clients’ financial goals.
