With over 24 years of planning experience, Mike Duffy dedicates his expertise to helping high net-worth clients pursue greater financial independence. Having worked for some of the financial industry’s leading firms, Mike’s extensive history includes roles at Paine Webber, Citicorp Investment Services, Bank of America Investment Services and Merrill Lynch. While thriving in advanced asset management strategies at the top brokerage firms, Mike recognized a growing need to provide clients with more personalized solutions. He established Happiness Wealth Management to give individuals, families and business owners the unwavering attention they deserve. Mike excels at helping clients identify their objectives and builds a bridge to pursue them. A service-oriented advisor, he provides strategies that cater to his clients’ specific needs. For clients seeking socially responsible investing agendas, Mike selects investments that align with their values. He is a longtime member of Kingdom Advisors, the largest Christian financial planning association in the United States. Actively involved in his community, Mike has coached basketball, football and volleyball. He loves the game of golf. Mike is married to Shannon Duffy. They love traveling, finding great restaurants and spending time with their two beautiful children, Kendall and Michael.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Socially Responsible Investing (SRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller