Broker Check

Sam Henderson of Henderson Wealth Partners Honored as Five Star Wealth Manager

| January 14, 2015
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Sam Henderson, founder and CEO of Henderson Wealth Partners, a full-service, independent wealth management firm serving clients in Fort Myers and surrounding Southwest Florida communities was recently recognized as a Five Star Wealth Manager.   This distinction is awarded to less than 7% of wealth managers in the Southwest Florida. Henderson was evaluated on 10 key factors, including client retention rates, client assets administered and favorable regulatory and complaint histories.  This is the fourth consecutive year Henderson has been recognized.

“I have focused on providing personal service, innovative strategies and unbiased guidance for the past 27 years and it is an honor to be recognized for those efforts,” says Henderson. “Being named as a Five Star Wealth Manager demonstrates my commitment to placing my clients’ best interest first and helping them gain confidence in their financial future.” 
 
Building on nearly 30 years of financial services experience, Henderson Wealth Partners assists individuals, families and business owners seeking comprehensive financial advice and planning to lead them to and through retirement.  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.

About Five Star Professional
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.

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