Experience and wisdom you can trust
A holistic approach to investment management reflecting
extensive experience in all aspects of your financial life.
What we do
Making & Meeting Goals
If you’re looking for an advisory relationship to help with evolving your financial goals, managing your portfolio, and navigating life changes, you’ve come to the right place. With our advice options, you get a trusted partner and all the benefits of the WealthPoint Experience.
Building Strong Futures
We are passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
Investment Advisory Services
- Financial planning services: MoneyGuide Pro
- Retirement planning for individuals
- Retirement planning for small business owners
- Pension consulting services (401k plans, CBDB plans)
- Early Retirement Strategies, 72T planning
- Fixed Income Management for risk reduction
- Life Insurance
- Educational seminars on social security, medicare, and investment management
Our Team
Kelley E. McGoldrick, of Osiac Wealth Inc., founded WealthPoint Advisor Group in the spring of 2017 after working as a solo producer for five years at Morgan Stanley. Prior to that, Kelley gained extensive institutional wealth management experience at various firms, including US Trust Company, Fidelity, Grantham, Mayo and Van Otterloo, and Wellington Management Company in Boston.
Kelley graduated magna cum laude from Cornell University in 1985 and received her MBA in 1993 from the F.W. Olin Graduate School of Business at Babson College.
In addition to her MBA, Kelley holds the prestigious Chartered Financial Analyst®(CFA®) designation. She is a member of both the Boston Security Analyst Society and the Chartered Financial Analyst Society of Providence, Rhode Island. Kelley is securities registered in the states of Florida, Georgia, Illinois, Massachusetts, Maine, North Carolina, New Hampshire, New Jersey, New York, Rhode Island, and South Carolina.
Contact Me
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
WealthPoint Advisor Group
163 Front Street, Suite 103 Marion, Massachusetts 02738, United States
Hours
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
Announcement
Advisors at WealthPoint have been awarded winner of the 2023 Five Star Wealth Managers