The Mahoney Wealth Advisory Group is a boutique investment practice based in Fort Lauderdale, FL, serving high net worth individuals and their families. With a focus on integrity, transparency, and straightforward advice, their team of trusted advisors collaborates with clients' accountants and estate attorneys to help them make confident financial decisions. Leveraging their vast resources and expertise, they use a multigenerational model and tax-efficient investment strategies to enable clients to achieve their long-term needs and goals.
Led by Senior Partner and Managing Director, Mike Mahoney, who brings over 20 years of experience in wealth management, the team at The Mahoney Wealth Advisory Group specializes in estate planning and wealth transfer. They offer a wide range of services, including financial planning, asset management, and fixed-income investments. Committed to giving back, they are actively involved in various non-profit organizations and enjoy exploring new horizons through travel.
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