Client-First Philosophy
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About Image
Successful Individuals
MKF Private Wealth Management works with successful individuals and families to help them live the lives that they have always dreamed about. Through strategy, planning, and most importantly implementation, we help our clients on their journey to financial freedom. Our focus is on having a plan and process in place for not only the markets but life's unexpected curveballs. This gives our clients the comfort to sleep soundly at night and the peace of mind and that they are not on their journey alone.
Passionate not-for-profits
MKF Private Wealth Management works with passionate not-for-profit organizations to help them be more impactful at what they do best. Through collaboration, we help the organization align their mission with their investment, understand and mitigate their fiduciary risk, have more time to focus on what matters most, and help them cultivate a donor culture that can increase gift size and better incorporate the organization into the donors' legacy plan.
Most advisors only care about the investments. My passion is taking a comprehensive deep dive with my clients to tailor every aspect of their financial lives.
- Mary Kate Flaherty
Our Team

Meet the MKF Team

Team Member

Mary Kate Flaherty, CFP®

Founder and Portfolio Manager
Team Member

Bobby Straus, CFA®, CMT®, MBA

Chief Investment Officer
Team Member

Gery J. Sadzewicz

Chief compliance officer

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Securities offered through Fidelity. Member FINRA/SIPC.
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