Henderson Capital & Wealth Management, LLC

Henderson Capital & Wealth Management is an independent, single‑advisor investment adviser that manages approximately $31.3 million for about 159 clients, serving individuals, corporations and pension or other employee benefit plans. The firm offers ongoing discretionary and non‑discretionary portfolio management, investment consulting, financial planning and pension/401(k) plan consulting.

The firm’s investment process emphasizes asset allocation, diversification and a mix of strategic and tactical rebalancing informed by economic outlooks, charting, fundamental, technical and cyclical analysis. Portfolios typically incorporate mutual funds, ETFs, individual stocks and bonds, REITs and MLPs, and the adviser generally requests discretionary authority while also providing non‑discretionary recommendations when requested.

Distinctive aspects include the disclosed use, in certain circumstances, of inverse and inverse‑leveraged ETFs for short‑term, tactical positioning—an approach the brochure explicitly characterizes as higher risk and intended for sophisticated, highly risk‑tolerant investors. The firm also provides employer retirement plan services with installation and per‑participant maintenance fees and may engage third‑party sub‑advisers to perform financial planning, which are notable operational features for a solo independent adviser.