Committed to delivering world class investment solutions and outstanding customer service, our team represents diverse backgrounds, including credit and analytical experience. Although we are located in Rhode Island, our clients are located across the United States. Motivated by positive impact, we make every effort to foster meaningful relationships and always serve the best interest of our clients and their families.
Our holistic approach to your financial well being involves a comprehensive understanding of your life, ambitions, and any unique circumstances that might influence your investment decisions. Starting with your personal financial goals, we consider your sources of wealth, along with family dynamics and your charitable inclinations. By analyzing what matters in your life - and not just the numbers associated with it - we dedicate our every effort to help you reach your ultimate financial success.
Inspired by legacy, our team endeavors to build and sustain multi-generational relationships founded on trust, transparency, expertise, and respect. Leveraging a long-term disciplined investment approach, we consider how to grow and protect your wealth, as well as determine a targeted plan for your retirement. Designed to adapt to any life changes as they arise, our plan for you is organic, optimized, and always based on your personal objectives.
At Kerrigan Mahoney Investment Group, we are very proud that Financial Advisor Maureen Kerrigan was named a Forbes Top Women Wealth Advisor Best-in-State in 2021, 2022, 2023, 2024 and 2025. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Maureen!
At the Kerrigan Mahoney Investment Group, we are very proud that Financial Advisor Maureen Kerrigan was named recipient of the 2019 RBC Wealth Management Women’s Association of Financial Advisors (WAFA) Gail Winslow Award. The annual WAFA Gail Winslow Award recognizes women who demonstrate exemplary efforts to help attract, support and retain women clients and financial advisors. It’s an honor to have a teammate recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Maureen!
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation visit our contact page.
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