About Christy Kelly
Creating wealth. Protecting income. Preserving estates. Legacy focused.
I believe that giving is more than writing a cheque; strategic philanthropy unites one’s passion and values to maximize impact.
*Are you maximizing tax saving strategies to meet all your wealth transfer and charitable legacy wishes?
*Is the value of your estate protected?
With 20+ years of financial and charitable foundation experience, I am proficient in creating charitable tax planning strategies that inspire donors to maximize bequests while reducing taxes and enable them to leave greater inheritances for beneficiaries.
I am passionate about investing in community.
My mother’s life of advocacy and volunteerism inspires me to serve, as inscribed on her kitchen wall and the values she taught me: “…to leave the world a better place than you found it.”
“The Secret to Living is Giving” – Tony Robbins
I specialize in sophisticated wealth management, including holistic retirement and tax planning, risk management, and legacy strategies, for private clients, foundations, entertainers, athletes, corporations, executives, social entrepreneurs, professionals, and business owners.