M. Carleton McHenry, CFP®

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I founded the firm based on my prior experiences having worked for both Wall Street (Merrill Lynch) and Main Street (GWFC). My desire was to incorporate the best of both to provide our clients with Wall Street capabilities but with Main Street transparency. We take pride in being a boutique firm that can offer both.

I got into the financial services industry after studying at Cornell University and the University of Texas at Austin back in my college days. I remember taking a personal finance class at UT that I really liked and it motivated me to want to learn more.

I personally work with every one of our clients guiding and coaching them to achieve their long term financial goals and objectives. My 25+ years of industry experience enables me to bring a seasoned perspective to my advice and the work I do.   

My focus is on helping our clients achieve what I call their best Return on Legacy or "ROL". I feel a special bond to people looking for a better quality of life as that was my own story. 

I previously lived in bigger cities all my life with Austin, TX being my last stop. Although Austin was enjoyable, I was searching for something more. I always loved the mountains on the many trips I took to Colorado growing up and my wife told me about a small little mountain town in her home state of Washington.

We got married back in 2018 and on the drive back to Texas we stopped off here in Leavenworth and I fell in love with this place! 

Through our own lifestyle design, we decided to leave the big city and the corporate world and relocate to this small little Bavarian village. That decision was one of the best moves we've ever made and it has allowed us to maximize our own Return on Legacy.

Here we are post COVID.....I have two small boys of my own and am enjoying raising my family in such an amazing place!