Hendershott Wealth Management

Who We Are

At Hendershott Wealth Management SM, we are a team of dedicated financial advisors with a passion for empowering high-net-worth women and couples to take control of their financial futures. Our team is comprised of experienced professionals with a track record of impressive results and a deep understanding of the financial industry. We are committed to providing our clients with personalized wealth management services that cater to their unique needs and goals.

Our Purpose

Our purpose is to help women and couples achieve financial freedom and peace of mind. We believe that financial planning is not just about numbers and investments, but about creating a secure and prosperous future for our clients and their loved ones. Our team is dedicated to providing personalized service, expert guidance, and innovative solutions that help our clients achieve their financial goals.

Wealth Management

At Hendershott Wealth Management SM, we offer a comprehensive range of wealth management services designed to help high-net-worth women and couples achieve their financial goals. Our services include:

• Wealth Management Services: Our team of experienced financial advisors works closely with our clients to understand their financial goals, risk tolerance, and investment objectives. We then develop a customized investment plan that is tailored to their unique needs and goals.
• Diversified Investment Portfolios: Our investment strategy is built on a diversified portfolio of stocks, bonds, and other securities. Our investment process is designed to provide steady returns, minimize risk, and achieve our clients' financial goals.

Our Approach & Fees

At Hendershott Wealth Management SM, we take a fee-only fiduciary approach to wealth management. This means that our fees are transparent, and we are held accountable to our clients' financial goals. Our approach is centered around providing personalized service, expert guidance, and innovative solutions that help our clients achieve their financial goals.

Fees: Our fees are based on a percentage of our clients' assets under management. This transparent and competitive fee structure aligns our interests with our clients', ensuring that we are motivated to achieve the best possible results for our clients.

Investment Philosophy

At Hendersholt Wealth Management SM, we believe that a well-diversified portfolio is the key to long-term investment success. Our investment philosophy is grounded in a disciplined approach to portfolio construction, which is designed to minimize risk and maximize returns. Our investment team reviews and rebalances our clients' portfolios on a regular basis to ensure that they remain aligned with our clients' financial goals and risk tolerance.

Free Resources

We understand that financial planning and investment management can be overwhelming, which is why we offer a range of free resources to help you achieve your financial goals. Our resources include:

• 7 Steps to Wealth: A comprehensive guide to achieving financial freedom
• How Close Am I To Retirement?: A tool to help you plan for your financial future
• Money Love Notes: A podcast featuring expert insights and actionable advice
• Articles: In-depth articles on personal finance and investment management