Maximize cash flow, minimize taxes and build wealth using The Family Banking Strategy and customized Optimal Wealth Account.
Financial startup accelerator fueling aspiring entrepreneurs to launch new firms across the U.S., Canada, and Puerto Rico.
wendi@henrylegacy.com | LinkedIn
We started Henry & Company to help families like ours - from Main Street America and Country Town USA - by providing a proper financial education and a reliable system for growing and preserving wealth. We uphold the professionalism of our craft without the confusing and complex jargon. From our leadership team to our specialists, our mission is to serve you and your family for generations to come.
Please suggest a preferred time for your complimentary online meeting with a Wealth Strategist. After you submit your request, a representative from our team will reach out to finish scheduling your appointment.
Warmest regards,
Wendi Henry
Managing Partner | Henry & Company
Family Banking | Real Estate | Life Insurance & Annuities
Please fill out this form, and we’ll take a look at your background and interests. If we think there may be a fit, one of our awesome recruiters will reach out to schedule a brief call to start the interview process.
Warmest regards,
Wendi Henry
Managing Partner | Henry & Company
Family Banking | Real Estate | Life Insurance & Annuities
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Please suggest a preferred time for your complimentary online meeting with a Wealth Strategist. After you submit your request, a representative from our team will reach out to finish scheduling your appointment.
Warmest regards,
Wendi Henry
Managing Partner | Henry & Company
Family Banking | Real Estate | Life Insurance & Annuities