This means that we make decisions that we believe to be best for you. At the end of the day, much of that comes down to our business model and the planning process. We optimize clients portfolios based on their risk tolerance, needs analysis, projected returns, and monitoring for portfolio allocation drifts from tactical weighting targets.
Charles S. —
Positive: Professionalism, Quality, Responsiveness, Value
Phillip was excellent to work with! He helped us organize
Kiely Wealth Advisory Group, Inc. is an independent wealth management firm registered with the Securities and Exchange Commission. Eighteen years ago, Dr. Joe Kiely set out to create a different kind of investment advisory firm that did away with commission-based selling and the inherent incentives to place clients in proprietary or inferior products