Independent thinking. Insightful solutions. Private Wealth Management
At The Mahoney Group, we are driven to be passionate students of the markets and have immersed ourselves in the analytics of investing for the last 30 years. To us, identifying smart solutions for our clients takes a meticulous investment acumen balanced with planning, “outside the box” thinking and looking for the right opportunities at the right time.
As an accomplished UBS Private Wealth Management team, we primarily guide a select group of private company founders and their families through the early preparation, long-term planning and management of their exit liquidity. While many have come to us for this knowledge, we view their business transition within the larger scope of a purpose-driven wealth and legacy plan. We integrate all goals into that plan—from estate planning, wealth transfer and philanthropic strategies to sustainable and socially responsible investing. Given significant level of success and sophistication of our clients, we believe they truly value our clear communication, dedication to relationships and most importantly, our independent approach to portfolio structuring and oversight.
The Mahoney Group
310-734-2401
310-734-2403
855-208-6177
UBS Financial Services Inc.
2000 Avenue of the Stars
7th Floor North
Los Angeles, CA 90067
Private Wealth Management
Sophisticated resources tailored for complex wealth
Whether you are pursuing a new business venture or preparing your children for the responsibilities of inherited wealth, we’ll provide our best thinking and recommendations from across UBS and the world to help you navigate these complex goals. In fact, within the exclusive UBS Private Wealth Management division, our team has been trained extensively to access the full depth and breadth of UBS investment platforms, advanced strategies and global thought leadership on your behalf.
Planning with purpose
Helping you pursue what matters
Our approach can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
Your strategic exit
Pre- and post-sale planning for your business
Having worked primarily with private business owners over the years, we’ve helped them through the emotions that come with owning and growing a successful company, and the issues—tactical and personal—that often arise when you sell or transition from your ownership role. As a Certified Exit Planning Advisor® (CEPA®), Tom, in collaboration with his team, understands what you need to exit confidently: a plan to maximize your company’s value—before and after taxes—and comprehensive financial planning to help you maximize the benefits of this major liquidity event.
Institutional insight, analytics and impact
A customized approach to portfolio construction
A truly customized portfolio should be informed by insights that align with your goals. That’s why we view ourselves as financial advisors who deconstruct and reconstruct strategies to fully understand how they work or could work better toward your goals. At UBS, we also have the intellectual freedom to choose managers who support our efforts. Informed by our rigorous due diligence, this “open architecture” flexibility helps us develop appropriate strategic and tactical asset allocations, manage risk and, importantly, measure performance—a critical component of our process.
Thomas Mahoney has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2020, 2019, 2018
Our perspectives
Insights