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Investment  Services for High Net Worth Individuals and Corporate Retirement Plans 

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    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


    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
    McKelvy Wealt
    h 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 Wealt
    h 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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    Contact Us

    1100 Ridgefield Blvd

    Suite 100

    Asheville, NC 28806

    (828) 418-1289

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