Business Profile: Michael Mahoney with TrinityPoint Wealth

by Feb 6, 2023Business, South Brunswick

Michael Mahoney, with TrinityPoint Wealth, has been helping individuals, families and business owners set and reach their financial goals for more than three decades.

Whether you are a working professional, nearing retirement or already there, it’s important to have clear financial goals. In an uncertain world, it’s more important than ever to have a financial future entrusted to people with competence, integrity, and respect for one’s unique life portfolio. It’s critical to work with those who have a vested understanding of what we want our future to look like, and with so many investment options out there, consulting a financial advisor should be a priority.

Michael Mahoney is an Investment Consultant with TrinityPoint Wealth, an independent wealth management and investment advisory firm.

Mahoney has been helping individuals, families and business owners set and reach their financial goals for more than three decades. According to Mahoney, “At TrinityPoint Wealth, we are fiduciaries, first and foremost. When it comes to choosing a financial advisor, finding one that is a fiduciary is important. That means we always act in our client’s best interest. As fiduciaries, we are objective and unbiased. Our solutions are customized based on the needs of each individual client.”

Mike Mahoney Trinity Point Wealth

Mahoney understands that finding successful financial strategies starts with listening. “Every person or entity has different goals and unique situations,” Mahoney says. “We listen to them, we determine where they are in their lives, and get to know their concerns, the level of risk they’re comfortable taking, and the time frame allowed to reach their goals. We build a customized plan to help them reach those goals.”.

That plan comes from a comprehensive review. It’s not just investment strategies, but a review of legal documents including wills, power of attorney, medical directives and life insurance. “While we don’t offer these products, we can recommend other professionals who do,” Mahoney says, as they help paint a full picture of a person’s goals.

“We advise on retirement, investments, stock options, estate planning, social security planning, charitable giving, tax strategy, insurance and more.”

For Mahoney, the best part of being an investment consultant is “meeting so many great people from all walks of life.  Everyone has different goals and different resources. Once I help create a plan and put it into play, it is exciting to watch as my clients get closer and closer to reaching their goals.”

Typically, Mahoney’s clients first come to him because of a new life event. They may be nearing retirement and their income is going away, or they’re changing jobs, or they’re new parents thinking about college tuition. Additionally, Mahoney works with businesses and organizations to help employees save for retirement.

Mahoney, who got his start on Wall Street, made the move from the corporate side of wealth management to individuals. “I took the years of experience and knowledge from working with businesses and applied it to individuals,” he says. “In this sector, I get to see firsthand where I’m helping people.”

His passion for helping others and his community shows up outside of work as well. Mahoney lives in Sunset Beach with his wife, Pat, of 30 years, and volunteers with the American Legion in Calabash and the Committee to Honor America’s Veterans in Sunset Beach and is a board member and treasurer for the Boys and Girls Club in Myrtle Beach. He can be reached at mmahoney@trinitypointwealth.com.

Michael Mahoney
MMahoney@trinitypointwealth.com
(203) 258-3474