Kelly, Frauenholtz & Associates
With a long-term perspective and a commitment to proactive guidance, we help individuals, families, and nonprofits navigate financial decisions with clarity and confidence. Our team provides tailored financial strategies designed to support multiple goals simultaneously. These may include wealth accumulation, preservation and transfer, lifestyle maintenance, or charitable giving.
We believe wealth management extends beyond numbers. Before making recommendations, we take the time to understand your aspirations, values, and what truly matters to you. These in-depth conversations often uncover opportunities or challenges you may not have considered, helping us build a strategy that reflects your unique vision for the future.
With a steady and disciplined approach, we help clients navigate market volatility, avoid emotional decision-making, and identify opportunities for long-term growth. By combining experience, thoughtful asset allocation, and a focus on wealth preservation, we help clients feel in control and secure in their financial future.
If you're looking for a team to guide your financial journey, we welcome the opportunity to connect.
***Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
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.
