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Justin H
Series 65
Kalamazoo, MI
Southwest Michigan Wealth Management, LLC
Justin Henrich is a Series 65-licensed financial advisor with seven years of industry experience. He has worked at Southwest Michigan Wealth Management, LLC and Southwest Michigan Financial since 2019 and previously held a position at Menards Inc from 2016 to 2019. Henrich is also involved in insurance and retirement planning. Southwest Michigan Wealth Management serves individuals, high-net-worth clients, families, and small businesses, managing approximately $29.4 million across 166 client relationships as of year-end 2024. The firm provides discretionary portfolio management through third-party asset managers, including Foundations Investment Advisors as a sub-advisor, and offers comprehensive financial planning with regular portfolio reviews and client meetings.
Charles H
Series 65
Kalamazoo, MI
Southwest Michigan Wealth Management, LLC
Charles Henrich is a financial advisor at Southwest Michigan Wealth Management, LLC, holding a Series 65 credential with 14 years of industry experience. He has worked at several firms, including Foundations Investment Advisors, Inc. and Horter Investment Management, LLC. Outside of his advisory role, Henrich is a full-time biotech sales specialist engaged in biologic sales to the healthcare industry since 2006. Southwest Michigan Wealth Management serves individuals, high-net-worth clients, families, and small businesses, managing approximately $29.4 million across about 166 client relationships as of year-end 2024. The firm provides discretionary portfolio management through third-party asset managers and comprehensive financial planning, employing fundamental, technical, and cyclical investment analysis methods.
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