About J. Patrick Kelly - Morgan Stanley
For four decades, The High Tide Group has taken a highly personalized wealth management approach to help a loyal clientele enjoy the best lives possible, with the resources they have. Today, the group focuses on assisting multiple generations in moving toward desired lifestyles and legacies
A consistent and ongoing dialog helps The High Tide Group maintain strong relationships. We prefer common sense to calendars and relationships over rigid schedules. We meet with clients when and where they prefer. We know them and their children. By appreciating clients interests and goals, we can address their needs with greater impact. Once their financial needs are determined, we can customize tax-efficient strategies for when clients are alive and when assets are passed along.
Its rewarding to help clients transition to wherever their dreams take them. We focus on people and passions. Client portfolios are a means to important ends. Simplifying clients financial lives and guiding them towa