The Kelley Group

We are a leading Private Wealth advisory team located in Boston, MA and Miami, FL. We are privileged to work with a select group of ultra-affluent clients to deliver the attention and solutions they need and deserve. We offer guided access to vast resources available through Merrill and Bank of America. Each client we advise is unique, with distinctive needs and priorities. We insist on customizing our approach for each client, aligning the resources of Private Wealth Management at Merrill to devise and implement tailored wealth strategies. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions and provide access to the investment insights of Merrill and Bank of America’s banking convenience as well as their lending solutions. Our mission is to consolidate and simplify our clients' financial lives to enable them to focus on what matters most to them and their family.