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Client Resources

Account Lookup
 
Henrickson Nauta Wealth Advisors' performance reporting allows you to view all of your accounts, even including accounts not managed by Henrickson Nauta, such as your company retirement plan, in one place.  Please request a username and password by emailing Henrickson Nauta. 

Questionnaires
 
These questionnaires provide us with valuable information used to develop or update your customized Wealth Management Plan, and help us identify your risk tolerance using a scientific risk-profiling system, allowing us to develop investment recommendations you will be comfortable with for the long haul.
 
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