Henrickson Nauta Wealth Advisors, Inc.

Sara Lewis is a CFP® professional with nine years of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. She previously worked at Watkins Ross for three years before joining her current firm. Henrickson Nauta Wealth Advisors is an SEC-registered investment advisory firm managing approximately $805 million for individuals, high-net-worth families, trusts, estates, qualified retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–informed approach, constructing customized portfolios using mutual funds, ETFs, individual securities, and unaffiliated Independent Managers, while providing fiduciary discretionary investment management and additional services such as family office support and business succession planning.

Olga Hejl is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Henrickson Nauta since 2018, following eight years at Ameriprise Financial Services, Inc. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–informed approach and offers customized portfolios using mutual funds, ETFs, individual securities, and independent managers, while providing fiduciary discretionary investment management and additional services such as family office support and business succession planning.

Douglas Henrickson is a financial advisor with Henrickson Nauta Wealth Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been associated with Vision Capital Partners, Inc. and Triad Advisors, Inc. since 2006. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–based approach, offering customized portfolios and discretionary investment management, along with private fund management and additional wealth planning services.

Tamara Snable is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Osaic Wealth, Inc., Vision Capital Partners, Inc., and Triad Advisors, Inc. She also serves as a Notary Public for the State of Michigan. Henrickson Nauta Wealth Advisors manages approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–based approach to create customized portfolios and provides services including wealth management, financial planning, and private fund management.

Adam Waleskowski is a financial advisor with Henrickson Nauta Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Henrickson Nauta Wealth Advisors, he worked at Bankers Life and related entities. He is also licensed as an insurance agent through Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, retirement plans, and corporate clients. The firm employs a Modern Portfolio Theory–informed, long-term investment approach and offers customized portfolio management, including the use of unaffiliated Independent Managers, along with additional services such as family office support and business succession planning.

Shawn Healy is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 28 years of industry experience. He previously worked at Fifth Third Securities for 21 years before joining Henrickson Nauta Wealth Advisors in 2023. He holds Series 63 and Series 65 licenses and is involved in insurance sales outside of his advisory role. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, retirement plans, and corporate clients. The firm uses a long-term, Modern Portfolio Theory–informed approach to create customized portfolios and offers additional services such as family office support and business succession planning.

Jeffery Nauta is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Vision Capital Partners, Inc. and Triad Advisors, Inc. since 2006. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, high-net-worth families, trusts, estates, qualified retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–informed approach to create customized portfolios and also serves as general partner and investment manager to private pooled investment vehicles.

Anna Maria Astor is a CFP® professional with one year of industry experience, currently serving at Henrickson Nauta Wealth Advisors, Inc. She has previously worked at the Sanford Center for Financial Planning and Fisher Investment House. Astor also spent four years at Western Michigan University. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–based approach, offering customized portfolios and discretionary management, and serves as general partner and investment manager to private pooled investment vehicles.

Mark Henley is a CFP® professional at Henrickson Nauta Wealth Advisors, Inc. He has nine years of prior experience at BDO USA PC before joining Henrickson Nauta Wealth Advisors in 2024. Henrickson Nauta Wealth Advisors manages approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporations. The firm employs a long-term, Modern Portfolio Theory–informed approach, offering customized portfolios and services including wealth management, financial planning, and business succession planning.

Matthew Smartt is a financial advisor at Henrickson Nauta Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Triad Advisors, Inc. and OSAIC. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, estates, retirement plans, and corporate clients. The firm employs a long-term, Modern Portfolio Theory–informed approach and offers customized portfolios with mutual funds, ETFs, individual securities, and independent manager options, along with fiduciary discretionary management and additional services such as family office support and business succession planning.