About Kesselman Wealth Management
We're a small, intentional practice built around one idea — that the women navigating the most significant financial moments of their lives deserve an advisor who genuinely understands what they're going through.
Jonathan Kesselman, JD, CFP®, CDFA®
President & Lead Advisor
Most people who reach out to us are navigating something significant — a retirement that's closer than it once seemed, the loss of a spouse, a divorce, or simply the realization that their financial plan needs a fresh set of eyes.
Whatever brought you here, the question underneath is almost always the same: Am I going to be okay?
That question matters deeply to me. And I want to tell you why.
I was raised by a single mother who went through a difficult divorce, and I watched her navigate financial decisions largely alone — without someone to sit with her, explain things clearly, and help her see that she was going to be okay. That experience never left me.
After studying finance at Boston University and earning my law degree from Mitchell Hamline School of Law, I spent nearly a decade at UBS Financial Services building my expertise in financial planning, investment management, and estate planning. I launched Kesselman Wealth Management because I believed clients deserved more — more attention, more clarity, and an advisor who puts their interests first at every step.
As a former attorney, Certified Financial Planner®, and Certified Divorce Financial Analyst®, I bring both legal fluency and financial experience to every client relationship. I understand how legal and financial decisions intersect — and I can speak plainly about both without the jargon.
But what my clients tell me they value most isn't my credentials. It's that I actually listened.
Mitchell Hamline School of Law · Boston University Questrom School of Business · Member, Estate Planning Council of Cleveland · Board Member, Cleveland Zoological Society (Metroparks Zoo)
Our Team
Annie Brady Client Service Associate
Annie handles the operational and administrative side of Kesselman Wealth Management — scheduling, account paperwork, client communications, and making sure everything runs smoothly behind the scenes.
Before joining the team, Annie worked as an elementary school teacher in Avon Lake — a background that speaks to her patience, her ability to explain things clearly, and her genuine care for the people she works with.
Annie lives in Cleveland with her family and two children. She loves reading and spending time outdoors.
Rosie Kesselman, JD Marketing Director
Rosie oversees marketing and business development strategy for Kesselman Wealth Management. She holds a law degree from Mitchell Hamline School of Law, a B.A from Hiram College, and brings a background in communications and strategic planning to the practice.
Ready to Take the First Step?
A 15-minute conversation costs nothing and could change everything.