Neil Mahoney, CFP
ABW Advisors specializes in helping people express their generosity-whether by sharing time, talents or treasure-to build a better world in their own unique way. “ABW” stands for “A Better World,” which is what we believe our clients will build by aligning their resources with their values.
For clients who prefer to take a proactive approach to philanthropy, we offer expanded charitable giving services designed to integrate with your wealth management plan and help you address five basic questions with respect to your philanthropy.
Everyone creates and leaves a legacy (an impact on others), whether intentionally or not. ABW's legacy building services are designed to help you intentionally build, share and protect your ideal personal legacy. We believe that by helping you in this way, we can make a more meaningful difference in your life.
We want to help you, regardless of charitable intent or interest in legacy, to have a greater sense of purpose and control with your money so that you can make the most of what you have and enjoy life on your terms. With a clear understanding of your values and goals we provide the guidance and encouragement that lead to greater confidence, security and peace of mind.
And because we get as much satisfaction helping a client at the beginning of the journey as we get from helping a client preserve a large nest egg we offer a service called OnTrack, which has no minimum fee or portfolio requirements, for people in the early stages of wealth building.
Want to learn more? Contact us to setup a 10-15 minute Discovery Call to chat about your needs and questions. This call will help both of us decide if it makes sense to take the next steps in establishing a working relationship.