We work with emerging affluent individuals, couples, and families to help them manage their wealth more effectively. Many of our clients are currently going through transitions in their lives and are seeking change.
A lot are working in a high-paced, high-stress, corporate job environment. They are looking for a way out (or a better way) and need help figuring out the financial component of it to know they are going to be okay.
Lifestyle design is of paramount importance to them, and they realize life is too short to not go after their dreams and live the life they really want to live! A few have figured this out but most have not and are searching for answers and seeking help.
Clients who are going through transitions may be dealing with one or more of the following:
Although the typical client has a lot of good things going for them, they still have many challenges, goals, and objectives they want to accomplish. And they have some very specific preferences on who and how they want to work with someone and their money!
Leavenworth l Wenatchee l Bellevue l Austin l Houston
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 © 2022 McHenry Capital, LLC