West Dundee, IL Office
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Hendricks Wealth and Estate Management
Team
Firm-wide stats for Hendricks Wealth and Estate Management
About
Hendricks Wealth and Estate Management advises individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities, offering comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The team of six advisors manages approximately $536 million in client assets across roughly 913 client relationships.
The firm provides primarily discretionary asset management with ongoing monitoring and periodic rebalancing, implementing multi‑asset allocation across individual stocks, bonds, ETFs, mutual funds, options and select public and private investments. Its investment process draws on a mix of fundamental, technical and cyclical analysis, mutual fund/ETF due diligence, and conservative cash management (including money market funds and certificates of deposit) to maintain liquidity and support fee processing.
Hendricks discloses several atypical affiliations: firm representatives are licensed attorneys providing legal services through a separate Hendricks Law Office, P.C., and the adviser’s ownership and related‑entity arrangements are routed through Hendricks Wealth Enterprises, LLC, reflecting affiliations with other advisory entities. The brochure also discloses use of third‑party lead generation services and that some representatives hold insurance licenses, with written engagement agreements and policies intended to address the resulting conflicts of interest.
Expertise
Location
650 Spring Hill Ring Road, Suite #2000
West Dundee IL 60118
Advisors at this office
2
Advisors at this office
Nanette K
Series 66
West Dundee, IL
Hendricks Wealth and Estate Management
Nanette Kastner is a Series 66 licensed financial advisor with Hendricks Wealth and Estate Management, bringing 10 years of industry experience. She has been with JG Hendricks Financial Services LLC since 2017 and previously worked at Cetera Advisors LLC. Outside of finance, she also works as a basketball and volleyball referee. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, managing approximately $536 million in assets across about 913 client relationships. The firm focuses on discretionary multi-asset portfolio management using fundamental, technical, and cyclical analysis combined with conservative cash management strategies.
James H
CFP®, Series 66
West Dundee, IL
Hendricks Wealth and Estate Management
James Hendricks is a CFP® and holds a Series 66 designation with 24 years of industry experience. He is currently with Hendricks Wealth and Estate Management and has held prior roles at Hero Investment Planners LLC, J.G. Hendricks Financial Services, Cetera Advisors LLC, Investors Capital Corp., Eastern Point Advisors Inc., and RBC Capital Markets. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $536 million in client assets using a primarily discretionary, multi-asset approach that incorporates fundamental, technical, and cyclical analysis.
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