About

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Fresh perspectives on wealth

  We're a wealth management team who specializes in solutions designed to help meet your unique financial goals. 

Our Team

Amy Kelly, CFP®

Co-Founder / Financial Planner


Amy focuses on financial planning, tax strategies, portfolio management, estate planning strategies and divorce planning.

Brian Hennessy

Co-Founder / Financial Advisor


Brian focuses on retirement planning, portfolio management , wealth protection, elder strategies and ERISA plans.

  Prepare for tomorrow 

We're a financial planning agency that specializes in solutions tailored to our clients’ financial goals.

Contact Us
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