As a long-standing, well established team of private wealth management professionals, we understand the importance of personal service. We invite you to experience what it is like to be part of our family; we want you to prosper from our passion.
With nearly 100 years of combined industry experience, our goal is to clarify and simplify your financial life. Through a comprehensive discussion with you and a collaborative analysis with industry-leading experts, we explore your unique circumstances and offer tailored solutions to build wealth & to protect your lifestyle. Henderson & Associates works closely with our extended network of experts and the full resources of Wellington-Altus Private Wealth including all levels of financial planning, insurance professionals and tax and estate specialists. We work carefully with you to consider the challenges of building, preserving and guarding your nest egg in today’s increasingly complex marketplace. As your needs evolve over time, we continue to monitor your plan and identify any opportunities that may arise as a result of changes in your circumstances. Our commitment is to support and achieve the goals you envision for you and your family’s future.
After carefully assessing your needs, a customized investment strategy is developed within the framework of our managed portfolio accounts. Investment decisions are based on your clearly documented investment objectives. Your portfolio is designed to promote your best interests every step of the way. Learn more about the managed portfolio option that is right for you.