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Investment Services for High Net Worth Individuals and Corporate Retirement Plans
SERVICES
Independent Advice
Smarter Advice
Thoroughly researched, client-centered financial advice
High level planning solving for tax proficiency, risk management, and your personal values
Concierge Service
Attentive and responsive to your needs by leveraging our considerable investments in technology and our go anywhere attitude
Our work
ABOUT US
ABOUT US
Financial decisions are inherently complex. You need a sophisticated team to consider the most efficient way to pull it all together and guide you with clear advice. We are a premier destination for fresh thinking, creative solutions that fit you, and an anchor point for reliable guidance.
Luke McKelvy
Advisor,
McKelvy Wealth Management
Luke jumped into finance working in a boutique investment firm in a major US city then built up his own practice while working for a national financial service firm. His focus is on delivering a tailored experience to high net worth individuals, and institutional clients, chief among them, corporate retirement plans.
Ryan Cerulle
Operations Administrator,
McKelvy Wealth Management
Ryan began a career in financial services after he graduated from Endicott College in 2019. Working remotely from Boston, Ryan services client and advisor needs as an administrator. When not at work, he enjoys golfing with friends and being outdoors. Ryan is also a DJ for many of the popular venues in Boston.
Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to multiple specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the professionals bring a breadth of experience in the industry and within his or her own specialization
Brad McMillan
Chief Investment Officer
MS from MIT, Boston College, AIF
Justin Duft
Manager of Advanced Planning
JD with tax law focus, MS in Financial Services
Mat Powers
Supervisor, Retirement Consulting Services
MS in Investment Management, Certified Financial Analyist (CFA)
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