Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2023 • 2022
About René W. Henriksen

Welcome


Significant wealth can bring significant complexity. We understand those challenges, walking with high-net-worth individuals and families through key inflection points in their wealth. We've advised business owners, corporate executives, and other wealth creators since 1996. As a result, we are comfortable unwinding the intricacies of each client's situation.
When clients encounter significant crossroads in their financial lives, they look to us for practical guidance. We work well with high-achieving individuals who come to see us as members of their inner circle, contributing to a solid financial foundation for themselves and their families.

A collaborative approach
When clients engage our team, we begin by learning all we can about their situation—what they would like to achieve in the years ahead, the intended purpose for their wealth, and the people and causes they value. Our interaction is consultative and thorough.
Strong collaborators, we don't dictate—we listen. Fortified with that knowledge, we're skilled in delineating a detailed plan to pursue client goals, customized to their distinctive parameters. Together, we advance steady momentum toward each client's priorities, revisiting those objectives regularly to gauge our progress.
We believe clients appreciate our approachability and our dedication to their long-term well-being—qualities we demonstrate through our daily decision making.

An integrated suite of services
We provide the sustained focus and frequent interaction that significant wealth requires, unifying multiple aspects of a client's financial framework:

  • Tax-sensitive investment management
  • Risk analysis and mitigation
  • Diversification, hedging, and monetization strategies
  • Generational wealth transfer
  • Wealth planning
  • Family wealth dynamics

Our advice is oriented for long-term success, supporting clients in pursuing the lives and legacies they envision by deploying their wealth with greater purpose.

Meet Our Team

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
Personalized guidance begins with a conversation.
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