top of page

The world has changed so much. Has your financial strategy evolved with it? 

We support the financial needs and goals of individuals, families, business owners, and executives.  Our commitment to financial health and wellness includes moving beyond the idea of money as a source of fear and anxiety toward a relationship with money as a source of freedom, choice, and peace.

​

We embrace effective, individual and unique financial strategies.  Traditional financial strategies are NOT our focus – because traditional strategies do not work for everyone.

Our Philosophy

Our Philosophy

Financial Advice Should Not Be Complicated!

​

Kelly Greene Wealth can help take the mystery out of preparing for today and tomorrow. Whether you invest to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


We use strategies designed to provide growth AND protection.  A good plan is one that not only operates during good times, but protects you during life's challenging times.

Subscribe to stay in the loop

Contact Me

935 Jefferson Blvd. Suite 2000 Warwick, RI 02886

Email: traci@kellygreenewealth.com 

                 (856) 816-5081 phone

  • Black Facebook Icon
  • Black Instagram Icon

Thank you for reaching out!

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

 

Securities and Investment advisory offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please see website for full disclosures.

Check the background of this investment professional on FINRA’s BrokerCheck.

bottom of page