wiseradvisor

Mike Hennessy
Harbor Crest Wealth Advisors

Tel: (954) 210-7890
600 Corporate Drive
Suite 502
Fort Lauderdale, FL 33334

What Financial Freedom Feels Like

Harbor Crest Wealth Advisors | Financial Advisor in Fort Lauderdale ,FL

About Harbor Crest Wealth Advisors

Are you worried about how you'll pay for your child's college tuition? About paying too much in taxes during retirement? About the stressors you might face when transitioning to life outside of the workforce?

Harbor Crest Wealth Advisors gets it. At all stages of life, planning out your finances can be challenging, uncertain, and exhausting. But it doesn't have to be that way.

Harbor Crest Wealth Advisors helps families find confidence and peace of mind. With over 10 years in the financial services industry, we know how to take complex problems and simplify them into a personalized, strong plan of action, and we work with you as an equal partner. We build a plan that encompasses more than just your investments we'll help you navigate all of the emotional and financial adjustments along the way.

Located in Fort Lauderdale with service extended to the broader South Florida area, Harbor Crest Wealth Advisors works with families, retirees, business owners, as well as the boating community. We specialize in offering disciplined financial planning, tax planning, retirement planning, and investment management, helmed by founder and CEO Mike Hennessy, a CFA® charterholder and a CFP® professional.


General Information

Firm Start Year:   2019
No.of Employees:   5-9
States Licensed in:   FL
Number of Years with Current Firm:   2
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Mortgages & Real Estate, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via email, Via phone, At your office, At your home, At my office


Firm Information

Assets Managed by Firm:   $10000000
Assets Managed by Advisor:   $10000000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   No minimum
Compensation Methods:   Based on Assets, Flat Fee, Hourly
Minimum Fee Charged for Managed Accounts:   No minimum fee


Education

Bachelor of Science - Engineering, Minor in Economics  Lehigh University - Bethlehem, PA
08/25/2004-05/16/2008



Faqs

  • Do you have a customer satisfaction or refund policy? Your financial life is more than just a portfolio return. We measure success by achieving the financial goals we define at the onset of our engagement. Some goals will be shorter-term (e.g., adjusting the risk profile of your portfolio to match your risk tolerance), while some will be longer-term (e.g., fully funding your retirement accounts). Of course, new goals will pop up, and some goals may shift or change as life goes on. What's important to us is that we are creating the right plan of action based on your values. We want to make you feel financially free. If we can deliver that to you, then we have succeeded.
  • What are your qualifications? What is your education background? Mike Hennessy, the founder and CEO of Harbor Crest Wealth Advisors, has over a decade of experience in the investment management and advisory industry, serving as a portfolio manager and trader at BlackRock in New York City and at a hedge fund in Boca Raton. He is a CERTIFIED FINANCIAL PLANNER" professional and a holder of the right to use the Chartered Financial Analyst® designation.
  • What is your approach to financial planning? A THREE-MEETING TEST DRIVE AT NO COST You should feel comfortable knowing that you're partnering with the right financial planner for you and your family. That's why there's no obligation or cost during our three-meeting process. Let's simply chat about why you're here and what we can do for you. But be prepared, we might ask about your boat, as well (we can't help it)! YOUR ONE-PAGE PLAN AND FINANCIAL MAP Yes, we'll work together to develop a comprehensive financial plan. But we know you're coming to us with a specific reason or two in mind. Upon completing our onboarding process, we'll provide you with a one-page, actionable plan and financial map to address your biggest and most immediate financial concerns.
  • What services do you offer? We offer comprehensive financial planning and investment management solutions. We can help you navigate tax planning, retirement planning, education planning, insurance and risk management, estate planning, cash flow and budgeting, business planning and investment management.
  • How are you compensated? How will I pay for your services? We get paid through assets under management (AUM) fees, as well as financial planning fees (where appropriate). Please see our Form ADV for the full details of our pricing structure. We do NOT get paid commissions. We do NOT get paid for placing insurance or products. We do NOT get paid for referrals or solicitations. Our sole source of revenue is for providing objective and independent financial advice and investment management solutions to our clients. That's it.
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Disclaimer

Harbor Crest Wealth Advisors LLC (HCWA) is an Investment Advisor registered with the State(s) of Florida. All views, expressions, and opinions included in this communication are subject to change. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.harborcrestwealth.com/. This information is provided AS IS and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, HCWA disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and suitability for a particular purpose. HCWA does not warrant that the information will be free from error. None of the information provided in this brochure is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. We may have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. The information should not be relied upon for purposes of transacting investments. In no event shall HCWA have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful.

Mike Hennessy

Mike Hennessy

CFA®, CFP®

Mike Hennessy, CFP®, CFA®, is the founder and CEO of Harbor Crest Wealth Advisors in Fort Lauderdale, Florida. Mike Hennessy has 10-plus years of experience as a portfolio manager and trader with BlackRock in New York City and a hedge fund in Boca Raton, Florida. He is a CERTIFIED FINANCIAL PLANNER professional and a holder of the right to use the Chartered Financial Analyst® designation.

Mike graduated from Lehigh University in Pennsylvania with a Bachelor of Science (B.S.) degree in engineering and a minor in economics. He also studied abroad at the University of New South Wales in Australia while attending Lehigh University. After graduating, he entered the financial planning and investment management industry in New York City.

Though Mike enjoyed the intellectual challenge of the markets while working on the institutional side of the business, he found something missing along that career path: seeing how he was positively impacting investors. Mike realized he wanted a more personal relationship with the people he served, helping families live their best financial lives using the skills he had learned.

Today, Mike runs Harbor Crest Wealth Advisors, where he helps families, retirees, business owners, and the boating community get the attentive, comprehensive care they need for the best financial outcomes that align with their values.

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My Services

Financial Planning for Businesses

Let us take needs like employee benefits and retirement options off of your hands. We can help you select the right 401(k) plan, develop a comprehensive business plan and help your executives understand and take full advantage of their benefits.


Financial Planning for Individuals

For wealth-builders and pre-and-current retirees, aligning your cash flow with your life goals is crucial. We'll help you manage and adjust your monthly and annual budgets to accommodate your unique needs and plan for what lies ahead.


Financial Advice & Consulting

Life is about creating memories, experiences and moments with the ones who matter most to you. That's why we've dedicated Harbor Crest to helping families, retirees, business owners and South Florida's boating community tackle their biggest financial concerns. So you can spend less time tied to your desk, and more time doing what you love, like enjoying all that South Florida has to offer.


My Team

Mike Hennessy, CFP®, CFA®, is the founder and CEO of Harbor Crest Wealth Advisors in Fort Lauderdale, Florida. Mike Hennessy has 10-plus years of experience as a portfolio manager and trader with BlackRock in New York City and a hedge fund in Boca Raton, Florida. He is a CERTIFIED FINANCIAL PLANNER™ professional and a holder of the right to use the Chartered Financial Analyst® designation. Mike graduated from Lehigh University in Pennsylvania with a Bachelor of Scienc ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

Fort Lauderdale Boca Raton
Delray Beach West Palm Beach
Jupiter Miami
Boynton Beach Pompano Beach
Deerfield Beach Hollywood

Social Networks

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