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.