Private Wealth, Finance & Insurance Services

We partner with Private Wealth specialists across investments, finance and insurance to help you achieve your business and personal goals. 

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Forward-Looking Advice
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No surprises
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Private Wealth Management

Take control of your financial universe and build the confidence to make the decisions that matter for you and your family with the help of Kelly+Partners. We get you access to investment specialists that are dedicated to helping you reach your desired investment goals.


General Insurance

Maintaining proper insurance coverage and having an established continuity plan in place are essential to surviving the fallout from a disaster. Despite knowing the everyday risks, an alarming proportion of businesses in the United States remain underinsured and underprepared. Our team specializes in proactive risk management for businesses against internal and external threats – this includes conducting a threat assessment, performing asset valuation, ensuring you have the right insurance coverage for your business, and developing a prevention and mitigation strategy.

An insurance program that is fit for purpose
  • Business insurance
  • Commercial Property Owners Insurance
  • Professional Indemnity
  • Products and Public Liability
  • Management Liability
  • Cyber and IT Liability
  • Tax Audit Insurance
  • Commercial Motor, Plant & Equipment

Get Started

Speak to one of our Private Wealth, Finance or Insurance specialists.

Book a call

(888) 962-3883

Find your nearest office

Email our team, give us a call, or visit one of our award-winning office locations

Locations section US firms (2)


Take control of your financial universe

Achieve your personal and business goals by turning to Kelly+Partners Accountants today.

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