Henrickson Nauta Wealth

EST. AUM
$805,385,600

CONTACTS
3

CLIENT ACCOUNTS
1,912

Firm Details

Metro area Grand Rapids
CRD Number 141201
Website hnwealthadvisors.com
Client types

Overview

Their independence combined with their access to the full spectrum of investment managers and financial products allows them to recommend best-of-breed services and solutions to meet client goals. Clients get the experience of working with a large institution, and the personal touch and attention that only a small firm can deliver. Their services are tailored to meet unique client needs. For most clients, the firm provides a comprehensive, integrated plan and quarterbacks the delivery of services and solutions to achieve that plan. Some clients, however, may already have pieces of their plan in place, and require only specific areas to be addressed. Regardless of client needs, they will appreciate the personal attention, responsiveness, and genuine care for their success and well-being. Services: - Wealth Management - Investment Management - Family Office Services - Retirement Plans, Foundations, and Endowments

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Henrickson Nauta Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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