6 REASONS TO WORK WITH HAPPINESS WEALTH MANAGEMENT
1) Great Communication. You decide how often you would like to be called to have your account reviewed.
2) Cutting edge, robust financial planning tools that changes as your life changes.
3) Competitive fees. We strive to keep your costs down.
4) Access to many of the world’s greatest financial products and strategies. You will receive independent, objective advice and personalized guidance with no proprietary products.
5) Excellent customer service that only a boutique firm can deliver.
6) Experience. Mike Duffy has been making high net-worth clients happy for over 28 years.
