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).
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....
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.
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.
Copyright © 2023 McHenry Capital, LLC
Five common-sense steps to get you on the road to retiring while still young.