Enabling a Life Well Lived



2024 Forbes Top Wealth Management Teams: Awarded November 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Individually crafted investment plans to help you achieve what is important to you, now and in the future.

We put your needs first

With over 35 years of combined investment management experience, the client is at the forefront of all we do.  Long term investment planning does not have to be complicated; Our goal is to demystify the planning process with pricing and performance reporting that is transparent and easy to understand.





Planning puts you in control  

Along the way there are many things that can’t be controlled, such as the stock market, inflation, tax laws and health changes. However, there are many things that can be controlled, including retirement age, the amount you save, estate planning strategies, cash flow, risk management and anticipating life transitions.






We are with you every step of the way

Our team takes the time to listen, understand your needs, and build your plan to focus on the things that can be controlled to help you achieve your goals. And, as financial questions come up, or as your circumstances change, we are here to provide you with answers, financial counsel and get you the information you need to make smart decisions for you and your family.








Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
The Kelleher Group of Edwards Asset Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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