7 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) A free, robust financial plan that changes as your life changes.3) Competitive fees. We strive to keep your costs down.4) This company was founded to be a blessing to others. 10% of all profits go to charity!5) 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.6) Excellent customer service that only a boutique firm can deliver.7) Experience. Mike Duffy has been making high net-worth clients happy for over 26 years.