Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.


Carolyn Kelly headshot
"I am always working in the best interest of my clients, serving as their advocate, problem solver and planner, working to deliver a financial peace of mind."

Carolyn Kelly

Financial Advisor

Redwood City, San Francisco