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Our Wealth Management

Kiely Wealth Advisory Group is a fee-only registered investment advisory firm that specializes in providing a comprehensive package of financial services to meet personal and/or corporate needs. Our primary goal is to educate individuals and organizations about today’s financial markets and to help them plan for a secure financial future. We believe in using well-diversified portfolios tailored to meet individual needs, risk tolerances and goals. We design specialized solutions for individual investors with long time horizons; retirees who need a steady income; small businesses who are growing and large established firms who often need specifically tailored 401k solutions. These portfolios are often integrated with other outside investments like real estate, retirement accounts or pensions. Our range of products and services are specifically tailored for:

Individual Investors	High Net-Worth Clients
Dentist & Doctors Offices	Corporations
Educational Institutions	Government Bodies
Charitable Organizations	Students