A complete list of active advisors currently associated with Hendricks Wealth and Estate Management
Warmer can help you find a great advisor at Hendricks Wealth and Estate Management or one who fits your needs even better.
Hendricks Wealth and Estate Management advises individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities, providing comprehensive portfolio management, standalone financial planning and retirement plan consulting. Services include discretionary portfolio management across stocks, bonds, ETFs, options and other public and private securities, along with written financial plans or verbal consultations and ongoing account monitoring. The firm’s investment process emphasizes tailored asset allocation and continuous monitoring with periodic rebalancing, drawing on a mix of fundamental, technical and cyclical analysis and mutual fund/ETF selection to fit clients’ objectives, risk tolerances and time horizons. It typically holds conservative cash positions (money market funds, CDs or government-backed instruments) for liquidity and fee administration and conducts at least annual reviews for managed accounts. What distinguishes the firm from many peers is its formal affiliation with a law practice and related advisory ventures: several representatives are licensed attorneys with a separate law office and legal services are offered under separate engagement agreements, and the adviser is connected to a holding/owning entity and other advisory businesses. The firm also provides an unusually broad set of planning and consulting services for a wealth management practice — including corporate and personal tax planning, cost segregation studies, corporate-structure and real estate analysis, insurance placement and ERISA retirement-plan consulting — and discloses steps to address conflicts arising from insurance and legal licenses.
To learn more about the advisors currently working at Hendricks Wealth and Estate Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lakewood Ranch, FL
| 0
| |
West Dundee, IL
| 24
| |
Algonquin, IL
| 8
| |
West Dundee, IL
| 10
| |
Algonquin, IL
| 0
| |
Algonquin, IL
| 4
|
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