Let's equip your family business to rapidly grow wealth while protecting you from market downturns.


Wealth Solutions

Maximize cash flow, minimize taxes and build wealth using The Family Banking Strategy and customized Optimal Wealth Account.

Real Estate

Navigate every aspect of buying and selling with an eye toward return on investment.


Financial startup accelerator fueling aspiring entrepreneurs to launch new firms across the U.S., Canada, and Puerto Rico.


Our Wealth Strategists help you create customized financial solutions proven to increase growth, reduce risk, minimize taxes, and put you in the driver's seat of your wealth.

Wendi Henry, Managing Partner

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.  


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