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!

Vision

Keley Petersen,
CEO and Founder

Keley Petersen had a dream and using her 29 years of extensive experience and contacts ranging from the London Stock Exchange to Wall Street, 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 20 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

Japke J.A. Welschen,
Wealth Advisor

Japke Welschen works closely with clients, especially with international and Bay Area clients with cross-border and multi-country assets. Fluent in English, Mandarin, Dutch and German, Japke helps guide and align their long-term goals with appropriate investment and planning strategies.

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Support

Constance Brown, Administrative Assistant

Constance Brown is WGA’s Administrative Assistant. Her professionalism ensures that your WGA experience runs smoothly and is handled with the utmost confidentiality and security.

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