The Mahoney Wealth Advisory Group

New Haven, CT

The foundation of our client relationships will always be integrity, transparency, and straight forward advice for your ever-changing life.

The Mahoney Wealth Advisory Group

New Haven, CT

The Mahoney Wealth Advisory Group

New Haven, CT

The Mahoney Wealth Advisory Group

New Haven, CT

The Mahoney Wealth Advisory Group

New Haven, CT

Life is always evolving for successful people and their families which is why our clients choose to work with our team of trusted advisors, becoming a value-added partner on the same side of the table.

The Mahoney Wealth Advisory Group is a boutique investment practice serving a diverse group of high net worth individuals and their families.

Life is always evolving for successful people and their families which is why our clients choose to work with our team of trusted advisors, becoming a value-added partner on the same side of the table.

We enable them to make confident financial decisions by leveraging our vast resources and expertise while collaborating with their accountants and estate attorneys.

This is accomplished by using our in-depth discovery process to identify personal and money motivations. We then deploy our multigenerational model, using tax efficient and risk mitigation investment strategies. All this gives our clients the ability to maintain current and future lifestyle wishes and achieve long-term needs and goals.

Recent Insight

Meet our Team

Michael P. Mahoney, CRPC®

Senior Partner, Managing Director

Mike Mahoney is a Senior Partner and Managing Director at Snowden Lane Partners. Prior to that, he served as a Vice President and Financial Advisor at Morgan Stanley in the firm’s Fairfield, CT office.

Mike brings to Snowden Lane more than 20 years of experience in wealth management and is known as a strong advocate for and counselor to his clients. With a focus on estate planning and wealth transfer for high net worth individuals and their families, Mike has developed a wide breadth and depth of knowledge specializing in financial planning based asset management.

Mike has a bachelor’s of science degree in Finance from Central Connecticut State University and his Chartered Retirement Planning Counselor (CRPC) designation. He is an active board member of SmartKids which is a national non-profit organization for children with learning disabilities. He is also an active volunteer with God’s Love We Deliver, a New York based non-profit organization providing wholesome meals to sick people in need. Mike also just became an elected official and member of the RTM representing his local community of Fairfield, Connecticut. Besides giving back, Mike and his partner Eric enjoy traveling and exploring new horizons.

Michael Bird, CFP®

Partner, Managing Director, Fixed Income Specialist

Michael provides wealth management, brokerage and financial planning services to individuals and families. He understands the complexities of inter-generational dynamics through his extensive experience working with families.

Michael joined Snowden Lane from Roosevelt & Cross, a municipal bond firm, where he advised clients on their fixed-income investments. He began his career as a municipal bond trader in 1983, and subsequently managed municipal bond portfolios for individuals and family partnerships.

Recognizing that fixed-income is one part of a successful investment approach, Michael works with best in class managers having expertise in equities and a variety of alternative approaches. His background in tax-exempt investments informs his approach to his client’s entire investment strategy.

He and his wife Susan are long-time residents of Summit, New Jersey. Their four grown daughters are spread across the country. He enjoys cycling and skiing in his free time.

Joe Raieta, CFA®

Partner, Managing Director

Joseph Raieta, CFA joined Snowden Lane in 2015 as Managing Director of Investment Solutions and is responsible for Snowden Lane’s investment products and securities platform, trading, and research. Previously, Joseph was Senior Director and Head of Product Management at Icon Investment Group where he managed key functions of a $5.5 billion, multi-product, alternative investments platform. Prior to that role, Joseph held investment team and capital raising roles at Icon Capital, BlackRock and AIG.

Robert J. Bowman, CFP®

Analyst

Robert is an Investment and Planning Analyst with Snowden Lane’s Sound Advisory Group. Robert’s training and experience in financial planning and money management enables him to provide clients with a highly specialized asset management program that directly aligns with their goals.

Robert holds the Series 7 and Series 66 licenses. He also holds the CERTIFIED FINANCIAL PLANNER™ designation awarded by the Certified Financial Planner Board of Standards, Inc. He received his bachelor’s degree from the University of New Hampshire in 2014 where he captained the football team and majored in Business Administration with a dual emphasis in Entrepreneurship and Management. He lives with his dog Trooper in Cheshire, Connecticut.

Susan Lyon

Senior Client Relationship Manager

Sue is a Senior Client Relationship Manager at Snowden Lane, where she provides clients with best in class customer service on a daily basis – making their investing experience one of a kind.

Sue joined Snowden Lane from Merrill Lynch where she worked with the Guth-Fordyce team for 16 years, supporting clients and financial advisors. Prior to her career as a Client Associate, Sue worked in private banking for over 10 years. Sue enjoys spending time with friends and family, and currently resides in Wallingford, Connecticut with her dog Madison.

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The Mahoney Wealth Advisory Group

265 Church Street
Suite 1004
New Haven, CT 06510

(646) 218-9775