Author: Kelsey Dolfi

About Kelsey Dolfi, CPA Kelsey Dolfi is a Wealth Management Associate at RiverStone Private Wealth Advisors, a boutique wealth management firm in New York. RiverStone provides comprehensive and insightful planning services to an exclusive client base. Kelsey specializes in assisting advisors with complex wealth management strategies, insurance strategies, tax planning, debt and cash flow management, and portfolio risk assessment. Prior to RiverStone, Kelsey worked as an auditor at a public accounting firm as well as an internal auditor at a private company.