The Hennion & Walsh Experience
ARE YOU MAXIMIZING YOUR HENNION & WALSH EXPERIENCE?
If you’ve ever done business with Hennion & Walsh, you know that the experience involves more than just executing transactions. We care about you, your family, and your financial goals. As a result, we strive to help you understand your goals before providing you with investment guidance to help you reach those goals.
We are passionate about your overall financial health every day of the year, not just when it comes to helping you generate the investment income you need. So the question is: Are you getting the most out of your Hennion & Walsh Experience?
Hennion & Walsh helps clients live the life they want in retirement.
It’s your life and your retirement. We are here to help you live it. Whether it’s a second home, a world cruise, security for your heirs or just a quiet time watching the sunset, we can help guide you to reaching your goals and living the life you dream about in retirement.
Hennion & Walsh guides clients to maximize potential return while managing risks.
Investing is all about balancing risks with potential rewards. And we want to make sure that you can enjoy the rewards you’ve worked your whole life for, without making risky bets on investments that may seem too good to be true.
Hennion & Walsh helps clients maintain consistent income during retirement.
Income security for the length of your retirement years may be the greatest luxury of all. Take advantage of our over 30 years of experience assisting clients with reaching their income goals. We want to help ensure your income needs are met.
Hennion & Walsh designs and manages personalized portfolios for each client’s specific goals.
Your goals and objectives are unique and you deserve a portfolio strategy that is designed just for you. No off the shelf portfolios, no picking one choice from column A and one from column B. Our financial professionals are trained to evaluate your needs, objectives and risk tolerance. We will craft a portfolio that matches your specifications and grows with you.
Hennion & Walsh guides clients to a healthy retirement life.
Financial wellness can ease the stress that can turn a rewarding retirement into endless sleepless nights. Enjoy what should be the best time of your life, you’ve earned it.
Hennion & Walsh provides clients access to a dedicated team of professionals and comprehensive services.
For clients to get the most out of their investments and the best service possible, we provide each client with a dedicated team of professionals across several areas of expertise. Whether you need help with an account service request, a complicated financial plan, estate planning guidance, purchasing insurance plans, or even if you want to discuss our portfolio management ideas, we have specialists in each discipline to assist you with whatever your financial well-being requires.
Hennion & Walsh clients build long term relationships with a dedicated team of:
Fixed income specialists
Certified financial planners
Chartered financial analysts
Client service associates
In addition, as a client of Hennion & Walsh, you have the comfort of knowing that for over 30 years we have only served individual investors and their families. We strongly believe in putting the individual investor first.
To learn more about what the Hennion & Walsh experience can mean to you and your retirement plans, just give us a call. Our team of financial professionals will be at your service to help you make plans that make sense and meet your needs.
Or let us know when you would like to talk and a financial professional will schedule a complimentary phone consultation when it is convenient for you.
Putting Individual Investors First
Our wealth management services are provided by Hennion & Walsh Asset Management (HWAM) and we are a Registered Investment Adviser, which means our service is based on a Fiduciary Standard of Care. We act with our clients’ best interests in mind. We believe in maintaining long-term relationships with them and customize and manage their investment portfolios based on their specific goals, risk tolerance and time horizon.
HWAM clients work with a dedicated investment professional, as well as a CFP®, CFA, and client service associate. These financial professionals, as well as the rest of our Comprehensive Wealth Management Team, are with them every step of the way. Communicating through either calls or virtual meetings means that clients can always access our team without having to leave their homes. Additionally, access to all investment accounts and balances is provided 24/7 via an online client portal.