We develop a customized approach for each client that encompasses every aspect of our clients’ family’s financial security, including:
Protecting your Lifestyle
Portfolio Management
Tax minimization strategies
Your retirement
Creating a Legacy
Philanthropy and Giving Strategies
We have learned that becoming good advisors takes more than having good advice to offer. It takes caring, patience and a commitment to listen and learn about our clients’ lifelong visions, goals and dreams.
Behind us are the extensive resources of BMO Nesbitt Burns. Our overall research has been ranked number one by Brendan Wood International for 25 consecutive years. Since its origins in 1912, BMO Nesbitt Burns has been committed to helping clients meet their financial objectives and goals with the highest standards.
Clients seek our assistance in providing clarity, insight, and advice concerning family wealth matters. We partner with high net worth individuals and their families as they pass through various life stages: from saving for the future to post-retirement. Entrusting us with the role of "Family CFO” gives our clients the security of knowing that the expertise of a seasoned team of professionals is guiding them through the complexities of strategic wealth management.
We believe that our commitment to our clients is second to none. Our professional knowledge and detailed process is complimented with empathy and understanding, resulting in long-standing trusted relationships with our clients.
Mahoney-Kennedy Private Wealth is not satisfied until we have met the highest standards of wealth advisory service because our clients trust us not only with their own wealth management needs, but also those of their families and close friends.