Wealth Management Services

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Specialty Services for You

Life’s most complex personal matters almost always involve a financial element. The Mahoney Group can help you navigate these events and decisions through any number of skillful wealth-related remedies.

Retirement Planning Services

We can offer guidance on tax-efficient ways to structure your wealth for retirement. We can advise you on your cash and income-producing vehicles or distributions from a trust or retirement account. We’ll also recommend retirement strategies that take into consideration inflation and taxes.

Concentrated Stock Holdings

For many clients, the prudent management of concentrated stock holdings can be essential to preserving wealth. We will work with you to develop a sound approach for you to manage your holdings based on your risk tolerance, your expectations for future growth, investment time horizon and tax considerations. We strive to determine your needed liquidity, balanced with your need for asset appreciation.

Estate Planning Services

Working with specialists from Raymond James, and in coordination with your attorneys and accountants, we can help you develop an estate program that’s efficient and up to date. We can advise you on trust investments, charitable giving, life insurance and other sophisticated strategies to help you pass on your wealth in a most desirable and tax-efficient way.

Trust and Philanthropic

Our team can help you with trust management and philanthropic objectives in consultation with specialists from Raymond James. We can help coordinate the establishment and administration of a full range of personal trusts, including marital and family trusts, dynasty and highly specialized trusts. We can also help you with philanthropic strategies, including charitable trusts and foundations.