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

Contact this advisor

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.

Contact this advisor

Recently Published

20 Year-End Tax Tips for 2020

October 30, 2020

With 2020 almost in the books, utilize these twenty tax strategies to better manage your taxable income and minimize your lifetime, versus annual, tax bill.

Read the full post →

How to Protect Your Business from Hackers

October 26, 2020

Cybersecurity attacks can cripple your firm, cost you tens of thousands of dollars, and damage your relationships with vendors and clients. Here's how you can protect your business.

Read the full post →

Fort Lauderdale International Boat Show Guide

October 19, 2020

The Fort Lauderdale International Boat Show offers a chance to enjoy the best of the South Florida lifestyle while also practicing proper COVID-19 safety precautions. Are you planning on going? Drop a line and I will see you there!

Read the full post →

Visit the blog →

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

Loading...