A place to start
A clear path for turning income, savings, an inheritance, or a liquidity event into lasting wealth.
Investment management and financial planning, in one relationship.
Whether you're building wealth, growing it, or preparing to pass it on, you should have one coordinated team helping you make the decisions that matter.
Request IntroWealth that lasts
A portfolio built to compound across decades, coordinated with the planning around it.
Time back
We manage the day-to-day details so you can spend more time on what matters to you.
What We Do
Our solutions
Investment management is the core, supported by the planning and coordination around it. We work every day to take emotion out of trading, seeking to buy high-quality companies at attractive entry points for long-term ownership. Every service below is included in one advisory fee - no commissions, no product charges, no add-ons.
Why Now
Most clients find us at a turning point.
The decisions that matter most tend to arrive all at once.
Getting started with wealth
You're earning, saving, and ready to turn income into a portfolio built for the long term.
Preparing for an inheritance or liquidity event
An inheritance, business sale, or other windfall is on the horizon - with decisions you may only get to make once.
Ready for a more aligned partner
You've built meaningful wealth and want management that is more proactive, personal, and aligned than what you have today.
The Difference
What makes Henney different
At many firms, the advisory fee is just the starting point. Commissions, proprietary products, and one-size portfolios can create incentives that are hard to see. We built Henney Wealth around a simpler model: one fee, custom portfolios, and advice centered on the client.
Most firms: planning handed to another desk
✓ Henney: financial planning, in house
Most firms: commissions and fees buried in products
✓ Henney: one transparent advisory fee
Most firms: model portfolios built for scale
✓ Henney: portfolios built position by position
We're paid one way - the advisory fee you see. Not by funds, not by products, not by trades behind the scenes.
Our Clients
Who we work with
We work with people actively building wealth, from first advisory relationships to major transitions.
A Boutique Difference
Wealth management, without the traditional gatekeeping.
Lower minimums
Professional portfolio management with starting points below many large firms, so advice can begin earlier.
Created for builders
Entrepreneurs, creators, professionals, and people just getting started - if you are committed to growing wealth, we are designed to grow with you.
Hands-on by design
You get direct access to the people managing your portfolio, with the kind of attentive service large firms often reserve for much larger relationships.
Real wealth management should be available before you already feel wealthy.
Our Principles
Built around transparency and trust
A fiduciary, by law
Your interests first, by legal obligation and by design.
Assets held at Schwab
Your accounts are held at an independent custodian with third-party reporting. We manage the portfolio, but we do not custody your money.
Fee-only
One advisory fee covers investment management and financial planning - no commissions, no product charges, no add-ons.
How It Works
Getting started is simple.
Request an intro
A short, no-pressure conversation with David D. Henney to understand what you are looking for and whether we are a fit.
Get a clear plan
We review your goals, accounts, risk tolerance, and timeline, then outline how we would manage the relationship.
Move forward together
If it makes sense, we help with the transfer process and begin managing your portfolio, adjusting as life and markets change.
FAQ
Frequently asked questions
What services does Henney Wealth provide?
Actively managed portfolios at the core, plus the financial planning around your goals - retirement, tax, estate and legacy - all in one advisory fee.
Who makes the investment decisions?
Our own team, in house - built position by position, informed by independent research, and guided by discipline rather than emotion.
What is your fee structure?
A single, tiered, asset-based advisory fee. Fee-only - no commissions, no product charges, no add-on planning fees from us.
Where are my assets held?
All client money is held at Charles Schwab, an independent custodian - we never hold your money.
How do I transfer my accounts?
Already at Schwab? One form is usually enough. Held elsewhere? Schwab helps transfer accounts in kind whenever possible. IRAs and Roth IRAs can typically transfer in kind, and old 401(k)s can often be rolled into an IRA when appropriate, opening the door to broader investment options.
How do we get started?
Request an intro - a short, no-pressure conversation to see if we're a fit.