Henderson Wealth Partners, a full-service, independent wealth management firm serving clients in Fort Myers and surrounding Southwest Florida communities (formerly Sam Henderson Independent Financial Consultant), announces the rebranding of the firm.
Building on nearly 30 years of financial services experience, Sam Henderson, founder and CEO of Henderson Wealth Partners, assists individuals, families and business owners seeking comprehensive financial advice and planning to help guide them to and through retirement. He has been named a Five Star Wealth Manager for three consecutive years (2012-2014), by Five Star Professional based on client satisfaction.*
“Our new brand symbolizes our mission of ‘growing forward together’ and our desire to be partners with our clients in the development and growth of their financial well-being. It also symbolizes the long-standing relationships we have with estate planning attorneys, CPAs, trust, mortgage loan and investment banking professionals.”
Prior to establishing Henderson Wealth Partners in 1998, Henderson enjoyed a successful career at a major Wall Street investment firm, managing money and providing financial planning services for high-net-worth individuals, families and business owners. He earned a Bachelor’s Degree in Economics from the University of Florida.
Henderson Wealth Partners is located at 1404 Dean Street, Suite 101 in Fort Myers. For more information about Henderson Wealth Partners, visit www.hendersonwealthpartners.com or call to schedule a no-obligation consultation at (239) 939-1888.
About Henderson Wealth Partners:
With more than 27 years in the financial planning business, Henderson Wealth Partners takes pride in the long-term client relationships based on the core principles of trust, integrity and personalized service. Henderson Wealth Partners offers access to a wide range of products and services to help address the financial needs of individuals, families, retirees and business owners. These include Financial Planning, Retirement Planning, Estate/Legacy Planning, Investment Management, Philanthropic Planning and Life Insurance.
Henderson Wealth Partners is located at 1404 Dean Street, Suite 101 in Fort Myers. For more information about Henderson Wealth Partners, visit www.hendersonwealthpartners.com or call to schedule a no-obligation consultation at (239) 939-1888.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
*Five Star Professional, a third-party research firm, collects nominations from peers and firms, including financial planners and advisors, CPAs, and estate planning attorneys. Self-nominations are not accepted. The evaluation is based on 10 criteria to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.