Broker Check
Shamrock Capital, Inc.

Patrick M. Kelly AIF®

4370 Swansboro Way
Highlands Ranch, CO 80126
(303)495-9810

patrick@shamrockcapitalinc.com

Patrick M. Kelly

Patrick M. Kelly

(303) 495-9810
Patrick@Shamrockcapitalinc.com

  

Shamrock Capital is a financial advisory firm that provides personalized portfolio management for a select group of professionals and business owners who are working toward greater financial independence and flexibility over time.

We believe life is shaped by four interrelated pillars:

  • Family

  • Occupation

  • Recreation

  • Money/Capital

At Shamrock Capital, our role is to bring structure, discipline, and thoughtful management to the financial pillar. By applying a clearly defined investment process and risk-aware decision-making, we help clients reduce complexity and uncertainty around capital so they can devote more attention to the areas of life that matter most to them.

Our focus is on managing the how of capital — allowing clients to remain focused on the why behind their family, work, and personal pursuits.