Kelley, Malmborg & Sheehan merge to become The Wealth Transition Collective
March 19, 2019
Jean Kelley and Joe Malmborg of Kelley & Malmborg Investment Consulting Group of Northampton joined forces with Greg Sheehan, AIF® formerly of Pension & Benefits Assoc. of West Springfield to form The Wealth Transition Collective; Bringing together over 75 years of financial planning and wealth management experience.
TWTC also welcomed Caitlin Trites as a Relationship Manager. Caitlin is responsible for the day to day service needs of members, as well as the implementation and oversight of the firms marketing plan.
Based on the belief that we are all in a state of transition, or preparing for our next transition. The Wealth Transition Collective highlights the firms “collective” planning vision, wealth management philosophy and brand.
You can find The Wealth Transition Collective’s office, by appointment only, conveniently located in the heart of downtown Northampton. To find out more about the firm and the services they provide, visit them online at www.twealthtc.com
Contact:
Caitlin Trites, Relationship Manager
ctrites@cfnmail.com, (413) 584-1805
