The Kelly Novak Group provides wealth management services to multi-generational families, individuals, foundations, and trusts. Taking a collaborative approach to gain a deep understanding of each of client’s needs and objectives, the Kelly Novak Group delivers sophisticated, institutional level investment management solutions, customized financial strategies, and unwavering service. Our client’s goals and desires are dynamic and always evolving.
Our responsibility is to make the appropriate adjustments to their financial plan, their investment portfolio and risk exposure to deliver the best possible outcomes.
Steve Kelly, Financial Advisor, Managing director
Mr. Kelly’s original focus was managing tax free fixed income portfolio’s and gradually shifted toward balanced portfolio design, implementation and planning. Mr. Kelly works with a wide assortment of families, business owners and foundations.
Matt Novak, Financial Advisor, Associate Vice President
Matt focuses on providing clients with institutional caliber tailored Investment Solutions, Customized Financial Strategies, and service. More specifically, Matt strives to optimize both the asset and credit side of client’s balance sheets by assisting in the areas of investment management, retirement, tax minimization, wealth transfer and legacy planning strategies to solve client’s most pressing financial concerns. Matt works primarily with wealthy families, executives, attorneys, and successful business owners, who often face complex financial issues.
Maria Eriksen, Customer Service Associate
Maria’s role is dedicated to carrying out many of the operational and service-oriented tasks associated with executing our integrated investment and financial planning strategies. Maria is passionate about executing these tasks accurately, efficiently and with a great disposition which enables our team to deliver an excellent client experience.