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.
|Firm Start Year:||2019|
|States Licensed in:||FL|
|Number of Years with Current Firm:||2|
|I work with the following types of clients:||Businesses, Individual Investors|
|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|
|Assets Managed by Firm:||$10000000|
|Assets Managed by Advisor:||$10000000|
|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|
|Bachelor of Science - Engineering, Minor in Economics||
Lehigh University - Bethlehem, PA
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, 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.
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.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Fort Lauderdale||Boca Raton|
|Delray Beach||West Palm Beach|
|Boynton Beach||Pompano Beach|