Investment  Services for High Net Worth Individuals and Corporate Retirement Plans 

Account Access

 

    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.  

    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.
    Brad Groth
    Partner, Groth McKelvy Wealth Management
    After a distinctive career in professional baseball followed by law enforcement, Brad has established himself as a financial advisor with a unique opportunity to serve others.  Inspired by his personal experience building a foundation with his wife, Meaghan, Brad’s passion lies in helping families identify their goals in order to grow and protect their wealth.  
    Jenna McKelvy
    Branch Manager
    Jenna McKelvy has previous experience with Merrill Lynch, as a general manager of a waterfront resort, and as a business manager for a high-end restaurant group. Originally from Augusta, GA Jenna brings a wealth of talent and experience to our team, and an intensive customer focus to our business operations.
    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
    Mat Powers
    Supervisor, Retirement Consulting Services
    MS in Investment Management, Certified Financial Analyist (CFA)
    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
     

    Contact Us

    1100 Ridgefield Blvd

    Suite 100

    Asheville, NC 28806

    (828) 418-1289

    Via Google Maps GPS

    This communication strictly intended for individuals residing in the states of AL,AZ,CA,CO,CT,FL,GA,IA,IL,MI,NC,NJ,NM,NY,OH,SC,TN,TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

    Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

    Securities and advisory services offered through Commonwealth Financial Network®.

    Member www.FINRA.org , www.SIPC.org , a Registered Investment Advisor.

    Privacy Policy (http://www.commonwealth.com/clients/media/Privacy_Policy_Statement.pdf)

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