Henrickson Nauta Wealth Advisors provides comprehensive financial advice to a select group of affluent individuals, families, companies, and charitable organizations. We partner with you to create a customized wealth plan that goes beyond the numbers. We focus on the details so you have the freedom to focus on the things that matter most to you.

 

Our principals hold some of the industry’s most prestigious professional designations, including CFA, CFP^®, CIMC^®, AIF, and CAIA^®. With our breadth and depth of knowledge, we can provide advice on nearly every facet of your financial life – from retirement and investments, to life insurance and estate planning. We offer an academic, institutional approach to investment management coupled with the realization that long-term discipline – rather than economic forecasting and speculation – is the key to your success.

 

We bring all the resources and technical knowledge of a large institution, yet we are small enough to ensure you receive the personal attention you deserve. In fact, we pride ourselves on the enduring relationships we have built with our clients. We are an independent firm owned by the firm’s principals. There is no hidden agenda at Henrickson Nauta, only the assurance that your best interest is our number one priority.

 

Personal Attention. Exceptional Service. Assurance. It's what sets us apart.