Let's move forward. Together.

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Timothy Kelly

Executive Director

Financial Advisor

Registered States:
  • AR
  • CA
  • CT
  • FL
  • NC
  • NJ
  • NY
  • TX
  • VA
  • WV
8 Wright Street
3rd Floor
Westport, CT 06880

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