Kelly, Frauenholtz & Associates

To us, wealth management is more than numbers. 

Our advisors provide guidance to individuals, families, and nonprofit organizations to propel them toward their unique financial goals. This personalized approach to wealth management involves tailoring our advising methods to each client we encounter, thoroughly understanding their aspirations and priorities prior to offering advice.  

With your vision for the future in mind, we build a financial strategy to match. Our services can help you work toward multiple financial goals simultaneously. We offer support in many areas including wealth accumulation and preservation, generational fund transfers, retirement spending, and charitable giving strategies. 

Our team’s experience and expertise has helped clients navigate market volatility, identify opportunities for long-term growth, and make informed decisions. Our priority is helping you feel more confident and in control of your financial future. 

If you are looking for guidance on your financial journey, we would love to get to know you and your goals.  

***Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.