About Scott Mahoney
Scott received his first education in wealth management from the passenger seat of a 1976 Econoline van. Starting from the age of 9 until he began his advisory career, Scott worked with his dad and witnessed firsthand the challenges and sacrifices small business owners face in order to grow a business and provide for their families.
As a Private Wealth Advisor and Founder of The Mahoney Team, Scott evolved those lessons learned with his father into his own unique framework of Wealth Management:
• Creating a personalized strategy to help grow and enhance wealth
• Striving for protection against wealth erosion
• Systematically transferring wealth in a smart and effective manner
• Using wealth to impact family and community
Many entrepreneurs and small business owners have a significant amount of their total wealth embedded in their businesses. Scott’s success has been built by helping these clients make the transition into a more liquid wealth profile by:
• Providing a method to unlock wealth created in private companies at different stages of their lifecycles
• Offering stewardship during the transition process and working closely with their accountants and estate planning attorneys
• Managing their newly created liquid wealth
• Providing access to unique investment opportunities
Over the past three decades, Scott has focused on and built his team around issues that impact executives and private business owners, women who are in control of their wealth, and private market investors.
He has published several white papers exploring topics important to entrepreneurs such as business ownership structures, business exit strategies, and enterprise value-enhancement methods. His commentary has also been featured in various media outlets including print publications like Worth Magazine and Business Owner Magazine, and live interviews on FOX Business.
Within his community Scott is involved with the Hudson Farm Foundation and he serves on the board at Birth Haven. Scott is a graduate of Rutgers University and lives in New Jersey with his wife Pamela and their three daughters.
Securities Agent: KY, UT, WY, WV, WA, TX, MA, PA, VT, WI, VI, TN, OH, MS, SC, RI, PR, MI, MN, NC, VA, ND, NJ, SD, NE, NV, NY, MD, OR, OK, ME, NM, CT, HI, NH, IA, IN, MT, ID, MO, KS, FL, LA, CO, IL, GA, AR, DE, CA, DC, AZ, AL, AK; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1278574