Achieving your goals It starts with insightful advice

Kelly & Perez Wealth Management Group Peter E. Kelly Jr., James C. Perez, Mindy K. Nightingale

Kelly & Perez Wealth Management Group


phone

800-327-8218



phone

855-362-2596





address

401 East Las Olas Blvd
Suite 2300, Las Olas Centre
Ft. Lauderdale, FL 33301



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success.


James Perez has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019



Insights

Art Cashin on the markets

Art Cashin on the markets

Creating your legacy

Creating a legacy that lasts