Our beginning can be traced back to 1978 when Doug Henrickson began his career in the financial services industry. Over the years, Doug has become known for his commitment to providing clients with outstanding service and objective advice. Today, that tradition continues with Henrickson Nauta Wealth Advisors.

 

Our philosophy of comprehensive planning and academically based investing has been developed through the years.  Doug's varied experience across investments, retirement planning, insurance, and estate planning exposed him to the need for comprehensive planning. Through the ups and downs of multiple bull and bear markets, it became evident to him that a diversified and unemotional approach to investing was the key to success.

 

By 2005, Doug had built a successful practice providing clients holistic financial planning and investment portfolios based on academic theory rather than forecasts and speculation. In that year, Jeff Nauta joined Doug, further elevating the firm’s knowledge and capabilities. Over the years, Jeff has played an increasing important role within the firm helping to expand the breadth and depth of the firm’s advice and services.

 

In early 2010, Jeff became a partner in the practice and the firm’s name was changed to Henrickson Nauta Wealth Advisors. The commitment to comprehensive planning and exceptional service remains our trademark today.