Terms of Use
This website and the information on it are intended for use only by residents of the following states and jurisdictions: California, Connecticut, District of Columbia, Florida, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, New York, Ohio, Pennsylvania, and Virginia.
Ken Mahoney and representatives of Mahoney Asset Management may only conduct securities or investment advisory business with residents of states in which they are properly registered or exempt from registration. Use of this site does not create a client relationship.
The website provides general information about Mahoney Asset Management, the GPS Method, educational content, market commentary, free book offers, a retirement readiness tool (GPS Projection), contact forms, newsletter signup, and the ability to request appointments.
Important: The website is for informational and educational purposes only. It is not an offer to buy or sell any security, nor a solicitation of an offer to buy or sell any security.
Nothing on this website constitutes personalized investment advice, a recommendation, or an offer of any financial product or service.
The GPS Projection and any financial calculators or estimates are based solely on the assumptions and data you provide. They are approximate illustrations only and do not reflect all relevant factors of your personal situation. Actual results may differ significantly.
These tools should not be regarded as predictions, advice, or recommendations.
Mahoney Asset Management does not provide legal or tax advice. Consult your own tax and legal advisors before taking any action that could have tax or legal consequences.
Any investment decisions should be made only after a full suitability review with a qualified advisor and review of all relevant offering documents.
Securities are offered through Newbridge Securities Corporation, member FINRA and SIPC. Investment advisory services are offered through NFSG Corporation, an SEC-registered investment adviser.
Office of Supervisory Jurisdiction:
1200 N. Federal Hwy., Ste. 400, Boca Raton, FL 33432.
SECURITIES: ARE NOT FDIC-INSURED / ARE NOT BANK-GUARANTEED / MAY LOSE VALUE.
Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results.
When you submit information through the GPS Projection, contact form, book download forms, newsletter signup, or appointment booking (via Cal.com), you agree that:
The information you provide is accurate and complete to the best of your knowledge.
You are providing the information voluntarily for the stated purpose.
Submitting a form or booking an appointment does not create an advisory or client relationship.
Appointment confirmations and video-call links are provided for scheduling convenience only.
All content on the website—including text, graphics, logos, the GPS Method materials, books, videos, and the overall design—is owned by Mahoney Asset Management or its licensors and is protected by copyright and other intellectual property laws.
You may view and download materials for your personal, non-commercial use only. You may not reproduce, distribute, modify, or create derivative works without our prior written permission.
You agree not to:
Use the site for any unlawful purpose
Attempt to gain unauthorized access to any systems or data
Scrape, harvest, or collect information from the site using automated means
Transmit viruses, malware, or other harmful code
Impersonate any person or misrepresent your affiliation
The website uses or links to third-party services, including:
Cal.com (appointment scheduling)
Mailchimp (email delivery)
Salesforce
Google Analytics and Framer analytics
Newbridge Securities / NFSG disclosures and resources
We are not responsible for the content, privacy practices, or availability of third-party sites or services. Your use of those services is governed by their own terms.
The website and all content, tools, and services are provided on an “as is” and “as available” basis without warranties of any kind, either express or implied, including but not limited to warranties of accuracy, completeness, merchantability, fitness for a particular purpose, or non-infringement.
We do not warrant that the site will be uninterrupted, error-free, or free of viruses or other harmful components.
To the fullest extent permitted by law, Mahoney Asset Management, its officers, employees, agents, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of (or inability to use) the website, even if we have been advised of the possibility of such damages.
Our total liability for any claim arising from these Terms or your use of the site shall not exceed $100.
You agree to indemnify and hold harmless Mahoney Asset Management and its representatives from any claims, losses, damages, or expenses (including reasonable attorneys’ fees) arising out of your use of the website, your violation of these Terms, or your violation of any rights of another party.
These Terms are governed by the laws of the State of New Jersey, without regard to conflict of law principles. Any disputes shall be resolved in the state or federal courts located in New Jersey.
We may update these Terms from time to time. The “Last Updated” date will indicate when changes were made. Your continued use of the website after any changes constitutes acceptance of the revised Terms.
Our collection and use of personal information is governed by our Privacy Policy, available on this website.
If you have any questions about these Terms, please contact us:
Mahoney Asset Management
135 Chestnut Ridge Road, Suite 200 Montvale, NJ 07645
1 (866) 270-2177
Investing risk disclosure
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Before investing, consider the funds’ investment objectives, risks, charges, and expenses. Contact Mahoney Asset Management for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
Important consumer information
This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.This site and the opinions and information therein are based on sources which we believe to be dependable, but we can not guarantee the accuracy of such information.
Representatives of a broker-dealer or investment adviser may only conduct business in a state if the representatives and the broker-dealer or investment adviser they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licenser requirements.
An investor may obtain information concerning a broker-dealer, an investment advisor, or a representative of a broker-dealer or an investment advisor, including their licenser status and disciplinary history, by contacting the investor’s state securities law administrator.
The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates–so these estimates should not be regarded as predictions, advice, or recommendations. Mahoney Asset Managment does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.
Securities: are not FDIC-insured / are not bank-guaranteed / may lose value
This information is intended for use only by residents of CA, CT, DC, FL, MA, MD, MN, NC, NJ, NY, OH, PA, and VA. Ken Mahoney may only conduct securities business with residents of the states and/or jurisdiction for which they are properly registered.
Securities offered through Newbridge Securities Corporation, member FINRA, SIPC.
Investment Advisory services through NFSG Corporation an SEC Registered Investment Advisor.
Office of Supervisory Jurisdiction: 1200 N. Federal Hwy., Ste. 400, Boca Raton, FL 33432. Phone 954.334.3450 Fax 954.489.2390
Specific recommendations can only be based on review of a number of suitability factors including but not limited to the investors financial profile, investment objectives, risk tolerance and the investors review of appropriate offering documents. Past performance is no guarantee of future results. To help you make informed decisions, we provide you with essential disclosures, such as Regulation Best Interest (Reg BI), the Client Relationship Summary (CRS), and Form ADV. Linked sites are strictly provided as a courtesy. Newbridge Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Newbridge Securities.
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