Michael Hennessy, CFP®, CFA® Harbor Crest Wealth Advisors

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About Michael Hennessy, CFP®, CFA®

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. 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® charter holder and a CFP® professional.

About Our Founder:

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. Though he 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 so families can get the attentive, comprehensive care they need for the best financial outcomes that align with their values.

Connect with us to learn more about how we can help you live your best financial life.

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As states cautiously reopen their economies, the trick lies in achieving the “just right” balance between avoiding a damaging spike in COVID-19 infections and permitting revenue-starved businesses enough room to restart positive cash flows.

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Weekly Recap: What’s Happening in the Markets, the Economy, and on the Policy Front

May 15, 2020

In this week's blog post, we discuss the new stimulus package proposal, the Heroes Act; the Social Security proposal; and Coronavirus-related distributions (CRD). As always, please don’t hesitate to reach out to us directly if you have concerns, questions, or want to discuss your financial situation.

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Ideal Clients

  • Baby Boomers
  • Business Owners
  • Coronavirus Relief
  • Outdoor Enthusiasts
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $99+/mo
  • Hourly Fee: $250+/hr

SEC Records

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