Let’s Get Started
We offer comprehensive, ongoing wealth management including the construction and continual monitoring of a professionally managed investment portfolio.
Around these portfolios we wrap consultative services to grow our clients’ assets, minimize tax liability, and help them avoid costly financial mistakes.
It is through this level of relationship we’ve earned a pristine track record of success with our clients.
Let’s Get Started
We offer comprehensive, ongoing wealth management including the construction and continual monitoring of a professionally managed investment portfolio.
Around these portfolios we wrap consultative services to grow our clients’ assets, minimize tax liability, and help them avoid costly financial mistakes.
It is through this level of relationship we’ve earned a pristine track record of success with our clients.
Let’s Get Started
We offer comprehensive, ongoing wealth management including the construction and continual monitoring of a professionally managed investment portfolio.
Around these portfolios we wrap consultative services to grow our clients’ assets, minimize tax liability, and help them avoid costly financial mistakes.
It is through this level of relationship we’ve earned a pristine track record of success with our clients.
Our Process:
Note that all three steps in our initial series of meetings are complimentary. We invest in you to maximize the chances of building a valuable partnership. If at any point in the process we feel we’re not the right fit for you, we promise to let you know with tact and transparency.
Step 1: Schedule 20-minute Call
This 20-minute call gives us the opportunity to learn a little about you, understand why you’re reaching out to a financial advisor now, and gain a high-level summary of your current financial picture and goals. During this call we ensure your financial needs match our services and expertise.
Step 2: Discover Meeting
This virtual conversation is usually hosted via Zoom and takes approximately 60 minutes.
This is our opportunity to find out what we need to know about you – your family, goals, and financials. This helps us build a meaningful financial plan that can evolve with you. During this meeting, we’ll talk about what you may expect as a client and how we will partner with you. This conversation is essential to our partnership.
To help us prepare adequately, we’ll ask you to send us relevant financial documents beforehand via a secure online portal.
Step 3: Investment Plan Meeting
This virtual conversation is usually hosted via Zoom and also takes approximately 60 minutes. We ask for one week of time between meetings.
Between Step 2 and Step 3, we will apply what we’ve learned about your goals and resources to what we know from years of working with clients and investment markets. In our Investment Plan meeting, we’ll present a financial and investment plan that maximizes your chances of achieving what is important to you. You’ll have the opportunity to ask all the questions you’d like about the plan, our process, our firm, and what it’s like to be a client.
We designed this series of meetings so you will know what you need to know about working with us as your wealth management team. At the same time, we’ll both know if we want to move forward and create a working partnership.
Of course, great partnerships start with a meeting, so we hope you take the first step now by scheduling your initial call.
Step 1 – 20-minute initial call with Hendershott Wealth Management
The purpose of this call is to learn more about you, your current financial life, and your goals. This is not a sales call but instead, a tool to help you and our team determine if your needs match our services and expertise.
All investing involves risk, including the potential loss of principal. There is no guarantee that any investment plan or strategy will be successful. Advisory services provided by Hendershott Wealth Management, LLC (“HWM”), an investment advisor registered with the U.S. Securities and Exchange commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by HWM in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of HWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.