Welcome
Who We Are
McHenry Capital, LLC is a fee-only wealth management firm that works with emerging affluent individuals, couples, and families. We help our clients manage their wealth more effectively, and deal with all the financial changes and transitions in their life so they can maximize and achieve their best Return on Life (ROL).
Who We Serve
We help the emerging affluent. Many of our clients are going through transitions in their lives and will be impacted financially by these decisions. These transitions could look like one or more of the following....
- I'm seeking guidance on how to best accomplish my financial goals based on a change in my relationship status (getting married, getting divorced, widowed, etc.).
- I have a family with young children to support and I am now contemplating a career change that better fits my life.
- I am burned out from all the stress that comes with a fast paced, mid-life, high paying corporate career and I am ready for a change.
- I will be selling my business and want to minimize the cost and tax implications so I can become financially independent.
- I crave the mountains and the ocean and want to find a way to live and work in this type of environment.
- I am unsure about the long term future with my company and would like to create a plan to maximize my options.
- I want to transition to home schooling our kids and find a work from home job in an area that we really love.
- For more info about who we serve - please visit Our Clients.
Our Program
The Foundation Program is designed to get you and your family on the right track when it comes to making sure your entire financial house is in order. With our guidance and coaching, we help you build a foundation to a more secure financial future and allow you to turn your dreams into reality.
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McHenry Capital, LLC is a registered investment adviser in the state of Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.
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Five Steps to Early Retirement
Five common-sense steps to get you on the road to retiring while still young.