One Team, Focused on Your Financial Future

We help you preserve your most valuable asset: Time.

The Kelly-Pitchkolan Wealth Management Group

We are a team of six who believe that financial planning should be as unique as the people we serve. With diverse backgrounds, complementary strengths, and a shared passion for helping others succeed, we work collaboratively to bring clarity, confidence, and strategy to your financial life. Your financial goals and your vision for the future are unique—so why would you rely on cookie-cutter financial advice? At the heart of our approach is a commitment to handcrafted planning. Every strategy we design is built around your personal circumstances, goals, and dreams. We take the time to listen, understand, and tailor each plan to align with what matters most to you. Whether you're preparing for retirement, building wealth, navigating a life transition, or just trying to make sense of your financial picture, we’re here as your partners—offering guidance, insight, and a steady hand.

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Comprehensive Services for the Whole Financial Picture

We provide everything you need to move forward with clarity and confidence—from managing investment portfolios to creating tailored savings strategies, consulting on insurance, and more. Every recommendation is designed to align with your unique goals and long-term vision.

Explore the types of services we offer below.

Planning

Confidence in your future begins with a financial plan you can count on.

Investments

Grow your wealth while protecting your current assets.

Retirement

Enjoy your retirement with complete security in your finances.

Protection

Protect the things that money can’t buy with the right insurance.

Our Services

Personalized Service From Experienced Professionals

With Wedbush Securities, you don’t have to sacrifice experience to get personalized service. Our team has decades of financial experience and is backed by a nationwide network of professionals, while continuing to offer a bespoke experience for every customer. Give us a call to schedule a personal consultation with an experienced financial professional.

Meet the Team

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A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

^{Let's Connect}Reach out to us today to embark on your
financial journey with confidence and expertise

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