Hendricks Wealth and Estate Management

Hendricks Wealth and Estate Management offers comprehensive portfolio management, standalone financial planning and consulting, and retirement plan consulting services for individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Operating as a registered investment advisor, the firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds, while continuously monitoring and rebalancing investments based on individual client goals and risk tolerance. In addition to portfolio management, Hendricks Wealth and Estate Management provides financial planning addressing areas such as retirement, estate planning, taxes, insurance, real estate analysis, and debt management. Standalone targeted financial plans and consultations are also available. The firm is legally required to act in your best interest as a fiduciary.