Bruce Kelm, MBA, CFP®
Managing Partner, Arrow Point Wealth Management – Wealth Advisor
With nearly three decades of experience to draw on, Bruce relishes the challenge of guiding clients through changing markets and helping them pursue the goals that give their lives meaning. He specializes in empowering business leaders to manage their wealth, plan retirement, and chart their course to success by exploring all areas of their financial journey.
Duncan Kelm, MBA
Managing Partner, Arrow Point Wealth Management – Wealth Advisor
With an analytical mind and a background in management consulting, Duncan specializes in implementing financial plans and processes for business owners, professionals, and executives. He designs each plan to fit a client’s intricate situation, reflecting their most important goals. He cares deeply about each client’s financial outcome, taking the time to learn about family dynamics, values and objectives, and then applying an emotionally neutral approach to money management.