The best returns are more than financial

Welcome to our website

Our team

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 values

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.

Our delivery

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.

Maureen  serves as past President of the Women’s Association of Financial Advisors (WAFA) at RBC. The WAFA is an RBC Wealth Management-U.S. Employee Resource Group that provides its members with unique communication, as well as business and educational resources.  Its mission is to recruit, retain and enhance the productivity of women branch directors and financial advisors. Annually WAFA hosts a conference designed by WAFA members that provides business and professional development sessions. Attendees experience the benefit of developing new relationships with other financial advisors, field management and key subject matter experts. Attendees also report increased productivity as a result of implementing conference learnings.

Honored to work with a nationally recognized teammate

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 and 2024. 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!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Maureen Kerrigan awarded WAFA Gail Winslow Award

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!

Our path to RBC

Our team at RBC Wealth Management is proud to proactively inspire women to secure roles within the financial services industry. In the following video, we celebrate our mission and our story by sharing the legacy upon which our firm is built. We are honored to take part in this important campaign as representatives of RBC Wealth Management, a premier financial institution. Thank you for watching and accompanying us on our journey.

Taking the next step

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.

Meet the team

Learn more about us

Latest Insights

Gold on a scale

Gold: More than meets the eye

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

Read more

Bulletin Board

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »