Success, no matter in which area of life, rarely happens by accident. It's predicated on having a solid foundation; a well established foundation, one where every block is carefully planned and laid, creates stability from which to grow. One strong enough to weather storms. One deep enough to allow great heights. It takes effort to build. And it takes time. But with this solid foundation and a well-designed blueprint, anything is possible.
Our team embraces this philosophy in life and in finance.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
"Working with Michele has been a game-changer for our financial future. Her expertise and personalized approach helped us navigate complex investment decisions with ease. We especially appreciate Michele's commitment to understanding our goals and tailoring strategies that fit our needs perfectly. It's reassuring to know that our financial planning is in such capable hands. Highly recommend!"
- Emma and John R., Business Owners
"I was initially overwhelmed by the thought of planning for retirement, but the Hendriks team made the process straightforward and stress-free. Michele took the time to explain every step and provided clear, actionable advice. Thanks to her guidance, I feel confident and secure about my financial future. I couldn’t have asked for better support!"
- David L., Retiree
"The Hendriks team stands out for their exceptional client service and comprehensive financial planning. From my first consultation, it was clear that they genuinely care about their clients' success. Their proactive approach and detailed planning have not only helped me achieve my financial goals but have also given me peace of mind. I trust them completely with my financial well-being."
- Sarah M., Young Professional
"The team transformed our approach to financial planning. Their expertise and attention to detail gave us the confidence we needed to make informed decisions. We now have a clear, actionable plan for our future and feel much more secure. Their support has been invaluable."
- Lisa and Mark T., Professionals
"I can’t recommend this team enough. Their personalized service and thorough understanding of our financial situation helped us set realistic goals and achieve them. Their guidance has been instrumental in helping us build a solid financial foundation for the years to come."
- Brian C., Small Business Owner