
Wealth PartnersRené W. Henriksen
Awards and Industry Recognition

Forbes
Welcome
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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.
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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.
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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

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Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
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July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Think before you move: How to think about redomiciling
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Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
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June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now