Michael Kelly

Advisor at Reach Strategic Wealth LLC

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Credentials

CFP®, CFA®

Reach Strategic Wealth LLC logo

Firm

Reach Strategic Wealth LLC

Location

Madison, CT

About

You've built an impressive tech career, accumulating equity and navigating complex compensation. Feeling excited but overwhelmed by your financial potential? You need more than an advisor - a strategic partner who truly understands tech professionals.

We don't just manage wealth—we design your ideal professional life. Our approach goes beyond spreadsheets, providing clarity to make bold career decisions, optimize your equity, and create a financial plan aligned with your deepest goals.

Our credentials - CFA, CFP®, Enrolled Agent - provide us the technical skills to then translate complex financial strategies into clear, actionable guidance specifically tailored to tech executives.

Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Ready to transform your equity into genuine financial freedom? Let's craft your unique path forward.

Expertise

Equity Recipients (RS/RSU, SOP, ESPP)

Occupation focus

Consultant Founder/Business Owner

Fee options

AUM: 0.50%-1.25%

Work history

Reach Strategic Wealth LLC

2023 - Present (3 years)

Switchback Financial LLC

2020 - 2023 (3 years)

Beck Bode, LLC

2020 - 2020 (1 year)

Beck Bode LLC

2019 - 2020 (1 year)

Citizens Financial Group

2015 - 2019 (4 years)

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