Henney Wealth Management

Henney Wealth Management provides discretionary and non‑discretionary investment management and financial planning services to individuals, high‑net‑worth individuals, trusts and estates, pension and profit‑sharing plans, corporations, and partnerships. The firm also offers retirement planning analysis and guidance on Social Security claiming strategies as part of its advisory services.

The firm works with clients to define investment objectives, construct portfolios principally using ETFs and closed‑end funds, and monitor and adjust holdings over time; clients may impose written investment restrictions if desired. Custody is maintained at Charles Schwab & Co., and clients receive periodic account and performance reports generated through Advent Software.

As of December 31, 2025, Henney Wealth Management reported approximately $99.2 million in regulatory assets under management for 59 clients served by two advisors, a scale that yields relatively high AUM per client compared with many small advisory teams. The brochure discloses that the firm does not accept performance‑based fees, does not vote client proxies, receives no compensation from recommended funds, and reports no other material industry affiliations—contrasting with the minority of similar firms that operate as insurance brokers—and it highlights vendor and cybersecurity risks associated with its third‑party service providers.