At Henney Wealth, we believe transparency is the key to a trustworthy relationship.  Transparency implies openness, communication, and accountability. It is an extension of the idea of a transparent object; one that can be seen through. Henney Wealth Management ensures transparency through: 

 

Independent third party Custodians

In this day and age it is very important for you to have control over your money.  At Henney Wealth Management, we want to make sure your money is secure at all times.  We understand the value in knowing your nest egg is safe.  That is why all of our clients’ assets are custodied at Charles Schwab or another large federally insured custodian.  This means only you have access to your money and only you have access to withdrawals.  We believe trust and security are the cornerstones of building a great relationship. Speak with Henney Wealth to find out more about how we keep your assets safe.

 

Independent third party Performance Reporting

You need to know how your investments are doing.  Did you make 5% this year? Did you lose 20% over the last 3 years? The reality is that most investors do not know how much their investments have grown in any given year.  We believe this information is crucial to your financial plan. 

 

That is why our clients receive a quarterly performance report outlining the activity in their accounts.  We have retained Advent, the nation’s largest performance reporting firm, to daily calculate weighted reports with data actively reconciled directly from Charles Schwab.  Our clients have access to current and historical performance reports at any time.  You can see what your return was for last year, last month, or even yesterday.

 

A Simple Fee Schedule

Henney Wealth Management is a pure fee based consultant. Our sole purpose is to manage our clients’ wealth. We do not receive commissions or soft dollars. We do not sell products or services on the side.