12444 Brantley Commons Court
Henderson Wealth Partners is an independent wealth management firm based in Southwest Florida. For over three decades, we have been providing trusted advice and wealth management strategies to individuals, families, retirees, business owners, executives, and charitable foundations. Our mission is to be your financial partner for life --- your trusted advocate and guide --- helping you pursue financial independence so you can focus on what matters most.
Our founder, Sam Henderson, began his career as a financial advisor with a large Wall Street firm. His passion for his clients drove his success, yet the proprietary influence of a large firm led to his desire to serve his clientele in a different way. He believed it was in his clients' best interest to offer more choices and opportunities as an independent advisor. And he was right.
In 1987 he left Wall Street and established Henderson Wealth Partners. Serving clients the way they want to be served - with personalized, straightforward, sound advice - proved to be a model they truly appreciated. Since then many other clients have joined the practice along with his daughter, partner, and wealth advisor, Alexandra “Allie” Chiklakis. Together they found for themselves that independence is better.
Our Core Values are at the Heart of Everything we Do.
Striving for trustworthiness is our firm's single greatest asset. We guard it continually and aim to earn it every day with what we say and do.
We listen with open hearts and open minds, bringing empathy and experience to fully understand the emotional and practical sides of every challenge our clients face.
We aim to deeply understand what is important to our clients: their goals, values, and important relationships, while collaborating to help them achieve their best financial life.
Quite simply, we stand by our word and are committed to deliver on every one of our promises.