800-241-9876

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.

Ready to plan your financial future?

Even the best athletes have a plan before starting the game. With Arrow Point Wealth, everything begins with a well-designed financial plan.

Each customized financial plan is unique to you and your objectives.

We are completely committed to transparency with our clients.

We always work to clearly communicate our thinking and perspectives to keep you up to date and informed.

What you pay matters to us.

We strive to charge for our service in such a way that, were the roles reversed, we would be comfortable with the value we received for the price we paid. You will always know what you are paying us, both in gross dollar terms and a percent of the assets you have entrusted with us.