# Kelly Capital Partners

Kelly Capital Partners is a Bank / Wealth / Trust based in Royal Oak, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Royal Oak, United States
- **Region:** Oceania
- **Address:** 26676 Woodward Ave, Royal Oak, MI 48067, United States
- **Assets under management:** Undisclosed
- **Website:** kellycapitalpartners.com

## Regulatory record

- **Reports private funds:** No

## About

Our Wealth Management team builds a sound retirement strategy for you, so that you can plan retire well. These plans include income planning, investment planning, tax planning,Health Care Planning and Legacy Planning. Call Kelly Capital Partners for a complimentary consultation.

## Sectors

- Wealth Management

## People

- Janie Kelly — Principal, Host of 'Retirement Talk'
- Sean Kelly — Principal, Host of 'Retirement Talk'

## Questions

### Who runs investment decisions at Kelly Capital Partners?

Investment decisions are led by principals Janie Kelly and Sean Kelly, who design and oversee the Kelly Capital Roadmap process. The firm draws on an open-architecture platform of external insurance and investment products rather than manufacturing proprietary funds. No additional portfolio-management leadership is identified on the firm's website.

### How does Kelly Capital Partners source its clients?

Client acquisition runs through the 'Retirement Talk' radio show that Janie Kelly and Sean Kelly host on WMUZ, supplemented by Janie Kelly's published book and in-person educational workshops. The firm converts listener and reader engagement into complimentary consultations, creating a direct-to-consumer educational funnel.

### What investment products does Kelly Capital Partners typically use?

The firm constructs retirement strategies using a mix of annuities, life insurance products, and market-based investments accessed through an external broker-dealer or custodial platform. Its marketing emphasizes income planning, tax mitigation, and legacy structures rather than direct private-company or alternative-fund investing.

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Last updated: 2026-06-03T20:00:00.000Z

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