Keith Kelly is an Investment Advisor Representative and Managing Member at Aspire Private Capital, LLC, an investment advisory firm located in the beautiful Lake Norman area of North Carolina. With a strong commitment to providing comprehensive financial guidance, Keith takes a holistic approach to wealth management, encompassing investment, tax, and estate planning strategies tailored to each client’s unique needs.
Drawing upon his experience, Keith works closely with his clients’ CPAs and attorneys to ensure a coordinated and optimized financial strategy. He has studied with renowned CPA Ed Slott and further expanded his knowledge by attending courses at Renaissance Charitable Foundation Incorporated, the largest and oldest charitable wealth transfer firm in the country. This diverse background equips Keith with a deep understanding of the complexities and intricacies of financial planning and philanthropy.
Keith’s passion for educating and empowering individuals in financial matters led him to host a paid for WBT radio show, where he shared his expertise with a wide audience weekly. Additionally, he conducts seminars in the local community, educating both new and existing clients on important financial topics and strategies. At Aspire Private Capital, Keith plays a pivotal role as he leads income plan design and research, ensuring that clients have well-crafted and sustainable financial plans.
Beyond his professional endeavors, Keith is actively involved in the community, dedicating his time and resources to various charitable organizations and events every year in the Lake Norman area. He believes in giving back and making a positive impact on the lives of others. The Susan G. Komen Breast Cancer Foundation and St. Jude children’s hospital are of especially great importance to him and his family and they are supported yearly.
As an investment advisor representative his focus is on helping his clients keep more of what they make by always putting their best interest first. Keith is committed to guiding individuals and families with the highest ethical standards of a fiduciary with transparency and accountability. A dedication to his client’s well-being helps him stand out as a trusted advisor empowering individuals and families to help them achieve financial success and secure their future.
Keith has passed his series 65 securities examination and is registered as in Investment Advisor Representative. Aspire Private Capital is notice filed in NC, SC, GA, TX, FL, VA and TN. Additionally Keith is licensed by the NC Department of Insurance in Life Insurance and Long Term Care.
Keith attends Grace Covenant Church in Huntersville. He is a Native of the Charlotte area and currently resides in the Lake Norman area with his wife Salena and their two children Brandon and Jackson and an assortment of animals.