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Welcome from The Kelly & Schertz Group

We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.

Proud to work with a nationally recognized teammate

At Kelly & Schertz Group, we are very proud that Financial Advisor Christopher Kelly has been named an AdvisorHub “Advisors to Watch” award recipient in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Christopher!

Global Insight Monthly

Global Insight Monthly cover - September 2024Harris and Trump on the issues

As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Latest Insights

Escalators

The Fed’s big bang rate cut

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

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