Our profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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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, 2024
  • Laura Fish-Kelly, Ameriprise Circle of Success, 2006-2024
  • Laura Fish-Kelly, Five Star Wealth Manager, 2012-2025
  • Laura Fish-Kelly, Forbes Top Women Wealth Advisors, 2020-2021
  • Laura Fish-Kelly, Forbes Best-in-State Women Wealth Advisors, 2022-2026
  • 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 2025 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.

The Five Star Wealth Manager award (the “FSWM award”) is administered by Crescendo Business Services, LLC (dba Five Star Professional). Data for the FSWM award was gathered during the current or prior year. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase marketing materials from Five Star Professional, including additional profile ad space or promotional products. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory, complaint, employment, bankruptcy and felony review (as defined by Five Star Professional); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Noninstitutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. For more information on the FSWM award and the research/selection methodology, go to https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf. FSWM award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. The FSWM award does not evaluate the quality of services provided and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected Five Star Wealth Managers will be awarded this accomplishment by Five Star Professional in the future. For more information about FSWM market research statistics, go to https://www.fivestarprofessional.com/wmdisclosures.

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