Kelly Wealth Management, Inc.

Sean Kelly is a financial advisor at Kelly Wealth Management, Inc. in Royal Oak, MI, holding a Series 65 designation with three years of industry experience. Prior to joining Kelly Wealth Management, he worked at J.W. Cole Advisors, Inc., LLP Construction Services, and BELFOR Property Restoration. He is also an insurance agent involved in sales of various insurance products through Copper Partners II DBA Kelly Capital Partners. Kelly Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, written investment strategies, and financial planning. The firm tailors advice based on client objectives and risk tolerance, utilizing methods such as strategic asset allocation and dollar-cost averaging, and may delegate portfolio management to third-party sub-advisers or use wrap fee programs when appropriate.

Mary Kelly is a financial advisor at Kelly Wealth Management, Inc. in Royal Oak, MI, holding a Series 65 designation with six years of industry experience. She previously worked at J.W. Cole Advisors, INC. and is also involved with Copper Partners II, Inc. d/b/a Kelly Capital Partners. Alongside her advisory role, she is a licensed insurance agent and sells various insurance products. Kelly Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, written investment strategies, and financial planning. The firm customizes advice based on client objectives and risk tolerance, employing methods such as strategic asset allocation and dollar-cost averaging, and may utilize third-party sub-advisers and wrap fee programs.