Explore the Vision and Global insights of Willow Grove Advisors
Willow Grove Advisors
Willow Grove Advisors is an independent boutique wealth management firm with an international client base. We work primarily with global families and entrepreneurs to provide the specialized services and investment strategies that are appropriate for each client, based on where they are in their personal and professional life-cycles. At Willow Grove, we do not sell proprietary products or have any incentive other than our fee and sense of professional accomplishment—we are a completely customer needs-driven advisor.
Are you a...
Global Entrepreneur?
WGA is uniquely positioned to help individuals and families with business interests and family members in multiple countries.
In-pat or Ex-pat?
Whether you are a U.S. citizen living abroad or a non-citizen living in the U.S., WGA has experience assisting individuals and families with multi-constituency tax, banking, insurance, foreign exchange, legal, and banking needs.
Tech or Serial Entrepreneur?
We have extensive experience working with individuals who have had single or multiple ventures with stock options and restricted stock, with value realized through private sale, M&A or IPO.
Multi-Generation Family?
Families with multiple generations, close relationships, or overlapping wealth management needs often have difficulty finding an advisor to bring the disparate pieces of their wealth, and their varying and sometimes contending needs. WGA is well-versed navigate these complexities to provide a wealth management approach that works for all members of the family.
Anyone in need of wealth management or financial planning services?
Contact WGA for a consultation so we can see how we can best help you!
Are You An Executive in a Career Transition?
Vision
Keley Petersen,
CEO and Founder
Keley Petersen (she/her) had a dream and using her 37 years of extensive experience and contacts ranging from Wall Street to London, she founded Willow Grove Advisors. Her financial service prowess includes previous roles at Contango Capital Advisors, Deloitte & Touche, and Progress Investment Management.
Keley started Willow Grove Advisors because she wanted to use her expertise working with central banks globally to provide individually tailored wealth strategies for entrepreneurs, global individuals and their families.
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Precision
Jeff S. Petersen,
President of Operations
Jeff Petersen is the co-founder of Willow Grove Advisors, bringing over 25 years of extensive operational and accounting experience as well as deep knowledge and experience working in the futures and options market.
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Strategy
Claudina Campbell,
President and Senior Wealth Advisor
As a Financial Advisor, Claud (she/her) helps families make the most of their financial resources while providing them with perspective and clarity to make important life decisions with confidence. Her purpose and passion in life is helping people.
The families she serves include corporate executives, small business owners, professionals, and retirees. Claud enjoys helping families prepare for and reach their life goals, providing achievable steps to make their dreams a reality.
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Execution
Wingyin Emily Kong,
Planning Advisor
Emily is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 15 years of financial industry experience including trading, wealth management, retirement planning, and banking. Emily began her career in Hong Kong where she held various positions such as Sales Associate and Dealer in a local brokerage and international wealth manager at BNP Paribas Fortis. She then worked as a Trader at a startup fund company in San Francisco.