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Investment  Services for High Net Worth Individuals and Corporate Retirement Plans 

Account Access

 
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    Independent Advice

    Smarter Advice

    Thoroughly researched, client-centered financial advice

    High level planning solving for tax proficiency, risk management, and your personal values

    Concierge Service

    Attentive and responsive to your needs by leveraging our considerable investments in technology and our go anywhere attitude

     
     

    ABOUT US

    Financial decisions are inherently complex. You need a sophisticated team to consider the most efficient way to pull it all together and guide you with clear advice. We are a premier destination for fresh thinking, creative solutions that fit you, and an anchor point for reliable guidance.  

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    Luke McKelvy
    Partner, Groth McKelvy Wealth Management
    Luke jumped into finance working in a boutique investment firm in a major US city then built up his own practice while working for a national financial service firm. His focus is on delivering a tailored experience to high net worth individuals, and institutional clients, chief among them, corporate retirement plans.
    Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to multiple specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the professionals bring a breadth of experience in the industry and within his or her own specialization
    Brad McMillan
    Chief Investment Officer
    MS from MIT, Boston College, AIF
    Justin Duft
    Manager of Advanced Planning
    JD with tax law focus, MS in Financial Services
    Mat Powers
    Supervisor, Retirement Consulting Services
    MS in Investment Management, Certified Financial Analyist (CFA)
     
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    Contact Us

    1100 Ridgefield Blvd

    Suite 100

    Asheville, NC 28806

    (828) 418-1289

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