About Us

Kelly Wealth Management (KWM) at HighTower is a nationally-recognized private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with offices in Northern Virginia. Committed to the principle that advice should be transparent, customized and without conflict, KWM has earned a strong reputation in the industry.

Managing more than $2 billion in client assets, KWM provides personalized service to a diverse client base, including individuals, families, foundations, endowments, trusts and corporate retirement plans. We proudly serve high-capacity clients in the greater Washington, D.C., area and throughout the country with our planning-based, fee-only structure.

Independence is one of our greatest strengths. We are owned by partners who are not beholden to the conflicts that arise at times when corporate firms put shareholder interests first. At KWM, our clients’ interests come first.

Managing Director and Partner Leo Kelly is nationally recognized by numerous leading publications and industry trade groups as one of the most successful advisors in America. Honors include Barron’s “Top 100 Independent Financial Advisors” (2014-2016) and Barron’s “Top 1200 Advisors by State” (2009-2016). Additionally, he was name the #3 advisor in Maryland on the 2016 Barron’s “Top 1200 Advisors by State.” Leo was also recognized by The Financial Times and Institutional Investor, and named a 2015 Finalist in the Maryland Region for Ernst & Young’s Entrepreneur of the Year award.

Our Mission

We combine the responsiveness and flexibility of an independent, personal firm, with the depth of services of the largest investment management companies. 

Our team represents a center of service and stability to assist families with the stewardship of their wealth, thereby ensuring the preservation and growth of their financial assets and their family heritage.
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Service Standards

Kelly Wealth Management’s role varies with the needs of each client, from providing general consulting services, to selecting and monitoring separate account managers, designing asset allocations, or any of the multiple tasks required to operate a sound investment process. 

We concentrate on developing creative solutions that are tailored to address the complex challenges our clients face. Our thoughtful guidance is geared toward providing clients concrete examples of how our services can benefit them. Specifically, we strive for increased efficiency, improved portfolio performance, reduced portfolio risk, better administration and reporting, and significant cost savings.

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Alignment of Interests

We charge a fee for our services based upon the assets we manage. We have neither in-house products nor soft-dollar relationships with money managers that might influence our advice. As a result, our interests are perfectly aligned with those of our clients. We adhere to our role as stewards of wealth, rather than salesmen.
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