Let Kellett Wealth Advisors Help You Take Advantage of Historically High Rates on US Government Treasury Bonds
We will build a bond ladder to deliver a 4+% return. $100,000 Minimum. Limited Time Offer
Call Kellett Wealth Advisors today 513-554-1472 or fill out the form below to set up a free consultation and discuss your options.
1 Minimum opening deposit $100,000. Available for new money only, funds must originate from a non-Kellett Wealth/Schwab account.
* Yield to maturity effective 11/17/2022 subject to the rate of Treasuries on the day of purchase for a specific client account. This is a limited time offer and can be withdrawn at any time without notice. The return is fixed for the term of the 6-month Treasury and a penalty is imposed for early withdrawal which would reduce earnings on the account.
** Rate is based on the weighted average Treasury rate for the specific maturities less a .30% management fee to Kellett Wealth Advisors
3 Reasons to Invest In Treasuries
Safety
Treasuries are backed by the full faith and credit of the US government. CD’s are FDIC ensured up to $250,000. No such limit exists for US Treasuries.
Better Rates
Treasuries provide an outstanding return compared to passbook savings rates and certificates of deposit.
Fixed Rates
Held to maturity, the rate is assured.
Meet Kellett Wealth Advisors
Financial Planning Made Simple
How We Do It.
Financial planning can be downright confusing. But, no matter where you are in life, ensuring you have a solid financial plan is key. That's why we offer a wide variety of financial services for people of all experience levels, ages, and walks of life.
Customized For You.
Our customized risk understanding and planning process is designed to help you choose the best ways to manage your money. We keep it simple and straightforward. Just what you need to succeed, whether you’re a novice or a seasoned veteran, so you can enjoy Financial Confidence.
Why Kellett Wealth Advisors? No Pressure, No Hard Sell.
We want you to know us and understand how we can help you before you trust us with your nest egg. There’s never any pressure or obligation. This is an important decision, so we always request that you sleep on it before you choose to work with us.
Meet Your Team
Kellett Wealth Advisors is locally owned and operated. We’ve been your neighborhood wealth advisors for the last decade. We pride ourselves on being personable, knowledgeable and friendly. We have years of service helping people achieve Financial Confidence. Put our experience to work for you. Set up an appointment to talk with us about your financial situation and future goals. We look forward to talking with you.