Specializes in creating and managing customized wealth plans tailored to individual needs, serving affluent individuals, families, and institutions nationwide as a trusted, independent advisor.
1999
Privately held.
Focuses on cautious and disciplined strategies, guided by scientific risk profiling to align with client goals and comfort levels.
Belmont, Mi, United States
About
Mission
We believe that comprehensive planning and long-term discipline are essential for achieving financial success. Our philosophy prioritizes preservation of wealth and managing emotions to achieve lasting financial success.
Values
Comprehensive planning, long-term discipline, transparency, and client-focused solutions.
Participant Demographics
Serves affluent individuals, families, institutions, business owners, corporate executives, medical professionals, and individuals who have received inheritances or experienced life transitions such as retirement or divorce.
Track Record
Team Experience
Founded by Doug Henrickson in 1999 with expertise in investments, retirement, insurance, and estate planning. The firm evolved with the addition of Jeff Nauta in 2005.
Notable Achievements
Established a successful practice focused on holistic financial planning and investment portfolios grounded in academic theory.
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Belmont, Mi, United States
Legal & Compliance
SEC-registered
No major violations disclosed.
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