The Mulrooney Group has earned the trust and respect of many client families over nearly three decades of practice. We connect our clients with resources backed by a world-class financial institution to create customized wealth building and preservation strategies. Our mandate is to be a goals-based wealth management team dedicated to serving a select number of families, business owners and executives. Using our comprehensive approach to financial planning and investment advice, we provide personalized strategies to help clients achieve their goals. Our holistic approach to wealth management is centered around a deep commitment to taking the time to understand the values, needs and goals of our clients. This allows us to create a highly customized strategy which accomplishes the many goals, objectives and concerns of our clients. We are a highly motivated team with over 50 years cumulative experience serving clients from Maine to Hawaii. We welcome the opportunity for the Mulrooney Group to serve you and your family.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
