The Kelson Group
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions, listening carefully, then understanding in detail where your wealth stands today, and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue your financial goals, while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
We are proud to be a team of seasoned advisors, entrusted with the assets of high net worth families and business owners. Our team understands both the complexities and opportunities that significant wealth presents, and we focus on delivering customized wealth planning, structuring potential solutions tailored to our clients' specific needs. Our objective is to provide comprehensive forward-thinking advice and guidance that helps preserve, grow, and transition wealth across generations. Backed by the resources of our world class research team, we are committed to offering a personalized experience that aligns with our clients' financial goals and values.
CFP®, CIMA®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
