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.
Get started

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.

Our photos

1 albums
close