Schedule a Meeting with Kelsey
I joined Capital Wealth Management in 2007 as a college intern and worked in various roles within the company before becoming a full-time Wealth Advisor. I am passionate about empowering individuals and families to achieve their financial goals. I work with clients from diverse backgrounds, including young professionals, families, retirees, and business owners, offering comprehensive services such as retirement planning, investment management, life insurance strategies, and long-term care planning.
I also specialize in working with women investors, a focus that developed naturally over time. As a female financial advisor, I’m passionate about guiding women through the unique financial challenges and opportunities they often encounter, such as career transitions, caregiving responsibilities, and planning for longevity, so they can feel confident, informed, and fully supported in their financial journey.
📌 Explore our Women & Wealth services »
This includes supporting women through major life transitions like divorce—helping them organize what’s next, make informed decisions, and build a financial plan that reflects where they are now and where they want to go.
📌 Learn more about Financial Planning for Divorced Women »
For those facing the loss of a spouse, I help women navigate the financial decisions that follow such a profound change. From identifying what needs immediate attention to thinking through long-term planning, I work with them to organize their financial priorities and build a plan for what comes next.
📌 Learn more about Financial Planning for Widowed Women »
Who I Help & Key Financial Services
I provide financial planning and wealth management services tailored to the needs of:
- Women – Helping women navigate financial decisions at every stage of life, with a focus on investment management, retirement planning, estate planning, and insurance strategies.
- Young Professionals – Specializing in financial strategies for high-income professionals looking to build long-term wealth, optimize tax efficiency, manage cash flow, and implement investment strategies designed to create lasting financial independence.
- Families – Developing comprehensive financial plans, including college savings, life insurance, and long-term care strategies to support financial independence.
- Retirees – Creating tailored retirement income strategies, estate planning, and wealth preservation approaches to help maintain long-term financial stability.
- Business Owners – Offering financial guidance on investments, business retirement plans, succession planning, and overall wealth management.
Financial Planning for Women
Women often face unique financial considerations, from balancing career and family responsibilities to planning for longer retirements. My approach includes:
- Investment strategies – Helping women understand risk tolerance and build portfolios that align with their long-term goals
- Retirement planning – Developing strategies to support financial independence throughout retirement
- Navigating major life changes – Providing financial guidance during career shifts, divorce, widowhood, or caregiving responsibilities
- Wealth transfer and estate planning – Assisting with structuring estates and charitable giving plans
Certifications & Licenses
I am a CERTIFIED FINANCIAL PLANNER® practitioner. I hold FINRA Series 6, 7, 63, and 66 registrations (through Raymond James) and am licensed to sell insurance in multiple states. Please contact me for more information.
More About Me
I reside in Amston, Connecticut, with my husband, Jeffrey, and our two children, Carter and Vienna. In my free time, I enjoy summer nights out on our pontoon boat and am an avid reader.
Let's Talk About Your Financial Future
If you're looking for a financial advisor who can help you navigate your financial goals, whether you're planning for retirement, investing, or managing life transitions, please schedule an introductory meeting.
2025 Women's Choice Award, created by Women Certified Inc. *Award was won at previous firm
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.