Henney Wealth Management

Henney Wealth Management Inc. is a registered investment advisor established in 2010, offering investment advice to individuals, trusts & estates, and businesses. The firm's primary compensation comes from client fees, with commissions earned if clients opt for products with sales commissions. Managed assets, totaling approximately $82,978,495 as of December 31, 2023, are held by independent custodians, enhancing transparency. Henney Wealth Management provides discretionary investment management services, including a tactical strategy focused on risk management and returns, an income strategy emphasizing current income and capital preservation, and a growth strategy targeting high-growth equity positions. The firm charges an asset-based fee starting at 1.0% for the first $3,000,000 and decreasing for higher asset values, with negotiable fees for accounts under $250,000. Clients may opt for direct billing or fee deduction from their accounts. The firm does not accept performance-based fees, aligning its interests with clients. Henney Wealth Management employs various methods of analysis, investment strategies, and risk management techniques to tailor portfolios to client objectives and risk tolerance. The firm operates with a fiduciary duty, ensuring client interests are prioritized.