Financial Services

Wealth Management

As you strive to grow your personal net worth, the financial challenges you face become increasingly complex. Mahoney & Sabol’s clients understand the benefits of complementing our core accounting, auditing and tax services with an integrated “wealth management” approach to financial planning. Having a more fully coordinated effort across these disciplines helps our clients make truly informed decisions regarding investments, retirement, estate planning, insurance, taxes, charitable gift planning, and business planning.

Investmark - “The Direction of Wealth”
With this in mind, our affiliation with Investmark Advisory Services has proven to be an important asset for many of our clients. While some investors have a long-term strategy in place to grow their assets and manage risk within their portfolios, many do not have strategies for dealing with the tax implications that result from the distribution and transfer of the assets they have worked so hard to accumulate. Investmark’s advisors work together with our CPAs to leverage their combined experience and offer personalized tax planning that is fully integrated with the rest of your financial life, so there are never any surprises for you, or your heirs.

Investmark’s advisors are truly independent, fee-based financial advisors, which means they are able to provide unbiased advice and solutions that are always in our client’s best interest. Unlike most brokers, bankers or insurance professionals, they are not tied to any particular products or investment sponsors and there is no motivation for them to sell high-cost, commission-based “in-house” products. Their compensation is directly tied to the growth of your assets.

Investmark’s advisors firmly believe in the power of true diversification as the key to successful investing. They are specialists in building well-diversified portfolios that invest across many asset classes and investment styles in a coordinated manner within each investor’s investment objectives and risk tolerances. In doing so, they follow a well-defined, time-proven process designed to replicate the intricate and highly disciplined approach used by institutional money managers in the management of large pools of pension assets. From institutionally managed mutual funds to the highest quality managed accounts to real estate and private equity, they create one-of-a-kind portfolios that offer clients the potential to achieve enhanced returns with less risk.

Like any journey, the “Direction of Wealth” requires staying on track, with the occasional mid-course correction. Investmark’s advisors can help you with the professional discipline and dedicated focus needed to get you where you want to go. They feel strongly – as we do – that your long-term success is the true measure of their success.

For more information on the services offered through Investmark, please contact Joseph P. Jandreau, CFA at joejandreau@investmarkfinancial.com, or by calling 860-657-1803. You can also visit the Investmark website at www.investmarkfinancial.com>. 95 Glastonbury Boulevard, Glastonbury, CT 06033

Mahoney Sabol and Company, LLC is not affiliated with Commonwealth Financial Network (CFN).
Securities offered through Commonwealth Financial Network, Inc., Member FINRA/SIPC
Financial Planning provided by Investmark Advisory Services, Inc. in Connecticut
The CFN registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA IL, KS, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA