What We Do

At Kiely Wealth Advisory Group, we provide four broad services:

We Educate: We provide investment education through regular seminars, one-on-one consultations, group presentations, written publications, and various media communications that are designed to help individuals manage their investments.

We Advise & Manage Portfolios: In those cases where an individual has insufficient time and/or interest in managing his/her assets, we will devise a specific plan and execute a personal investment strategy based on his/her current financial situation, risk tolerance, and goals.

Retirement Plan Services: Because employee-sponsored retirement plans play a significant role in comprehensive financial planning, we make a special effort to educate both individuals and organizations about effective participation in these plans. Specifically, we educate employers (and employees alike) about how different retirement plans work; about how to make sound choices regarding the options available within the plans; and we explain the options that are available when someone leaves a company or retires. We also develop plans suitable for particular organizations; engage plan administrators; provide on-going plan education (to both management and employees); and manage the plan’s investments.

Consulting & Referral Services: We frequently encounter individuals with obvious gaps in their financial plans. As we see needs that extend beyond the scope of portfolio development, we are prepared to help the individual address those needs by making appropriate referrals to qualified and knowledgeable individuals and organizations that we believe adhere to our philosophy of putting the client’s best interest first. Such referrals include attorneys specializing in estate planning, CPA’s providing tax planning advice, independent insurance agents providing policies to meet life insurance and/or long-term care insurance needs.