Happiness Wealth Management

Happiness Wealth Management is a US-based financial services startup founded in 2018. With the slogan "We help busy professionals make smart decisions regarding retirement planning and investing so they can retire earlier," the company differentiates itself through a disciplined and time-honored planning process. Their approach involves establishing core values and goals, gathering financial information, creating custom financial plans, implementing strategies, and monitoring and adjusting them based on individual needs. Michael Duffy, a Registered Representative, and LPL Financial offer securities, while investment advice is provided through Strategic Wealth Advisors Group LLC. Notably, the company emphasizes active listening and understanding the client's values beyond their financial needs. As of now, there is no available information on the last investment or the investors involved. For more details, visit www.happinesswealthmanagement.com.