Driven by your life's goals Holistic wealth management

Patricia "Trish" Kelley, CDFA, CIMA®

Senior Vice President - Investments
Certified Divorce Financial Analyst (CDFA®)
Certified Investment Management Analyst (CIMA®)

Visit NorthShore Investment Consulting

phone

440-414-2755



Connect with me on LinkedIn


address

2055 Crocker Road
Suite 201
Westlake, OH 44145



At the end of the day, it’s not just about wealth. It’s about what it can accomplish: Expressing your values, supporting the things you care about and ultimately living a life you’re proud to lead.

I can work with you to help uncover what’s most important to you. Then we can organize your financial life in a way that makes the most of your wealth to help you pursue what matters most. This structure helps you clearly understand where your money is—and why. And the plan we create together, can help you pursue what matters most for today, tomorrow and for generations to come.



Insights

Planning for the future

Planning for the future

Planning for the lifestyle you want

Planning for the lifestyle you want