A complete list of active advisors currently associated with Henrickson Nauta Wealth Advisors, Inc.

Warmer can help you find a great advisor at Henrickson Nauta Wealth Advisors, Inc. or one who fits your needs even better.

Henrickson Nauta Wealth Advisors, Inc. is an SEC-registered wealth management firm that advises individuals (including high-net-worth clients), trusts, estates, defined contribution plans, and businesses, providing financial planning, discretionary portfolio management, and consulting. The firm also supports retirement plan sponsors and offers family office–style services, consolidated reporting, and related assistance including tax-preparation referrals and insurance product implementation through affiliated broker-dealer arrangements. HNWA’s investment approach is long-term and informed by modern portfolio theory, typically constructing diversified portfolios using mutual funds and ETFs while employing individual securities as needed; portfolios are managed on a discretionary basis and the firm may reallocate holdings for reasons such as rebalancing, tax harvesting, or changes in client circumstances. The firm can also implement portions of client portfolios through unaffiliated Independent Managers (a recently added service) and, unusually for a team firm, manages pooled investment vehicles and private funds, with the firm performing initial and ongoing oversight of those managers and vehicles. Distinctive aspects include HNWA’s role as general partner and investment manager to a private pooled Fund and its stated practice of not charging an additional management fee for that Fund, a capability that relatively few peer team firms offer and that triggers additional custody and audit disclosure obligations (including audited financial statements for investors). The firm’s roughly ten-advisor team oversees about $805 million in client assets and combines credentialed investment and tax expertise (CFP, CFA, CAIA, CPA among staff) with services such as a cash-management option (Flourish Cash) and affiliated insurance and tax services.

To learn more about the advisors currently working at Henrickson Nauta Wealth Advisors, Inc., 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.