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

Understanding life insurance

December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
Investing

Preserving your wealth

December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
Outlook

November 2024 jobs report: 277,000 jobs added, staging a robust rebound

December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.