Holst Kelley Wealth Management Group
The Holst Kelley Wealth Management Group brings a deep understanding of the unique challenges and rewards that come with being passionately dedicated to one’s pursuits. With a shared passion for boating and firsthand experience living an active, pursuit‑driven lifestyle, we recognize the specialized considerations that passionate individuals often face. By working closely with clients who share this commitment, we provide tailored guidance supported by the investment insights of Merrill and the banking capabilities of Bank of America.
We take the time to understand each client’s financial situation, preferences, and goals—including time horizon, liquidity needs, and risk tolerance—and how their pursuits fit within their broader priorities. Based on this understanding, we collaborate with clients to chart an appropriate financial approach designed to serve their best interests. Our comprehensive offerings include investment management, retirement income planning, estate planning strategies, and philanthropic solutions through Merrill, as well as access to cash management and lending solutions through Bank of America.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CPFA®, CPWA®, CRPC™
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.
