Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Estate Planning Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Awards & recognition

  • Laura Fish-Kelly, Ameriprise Circle of Success Hall of Fame, 2022
  • Heirloom Private Wealth, Ameriprise Client Experience Award, 2020, 2022
  • Laura Fish-Kelly, Ameriprise Circle of Success, 2006-2022
  • Laura Fish-Kelly, Five Star Wealth Manager, 2012-2024
  • Laura Fish-Kelly, Forbes Top Women Wealth Advisors, 2020-2021
  • Laura Fish-Kelly, Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Laura Fish-Kelly, Forbes Best-in-State Next-Generation Wealth Advisors, 2021
  • Laura Fish-Kelly, Forbes Best-in-State Wealth Advisors, 2021

Honored to receive recognition

All of us at Heirloom Private Wealth are excited to announce that our colleague, Laura Fish-Kelly, was named a 2024 Five Star Wealth Manager! This recognition is a testament to the loyalty of our clients, the dedication of the Heirloom Private Wealth team and the great experience we work so hard to provide for our clients every day.

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