Hendershott Wealth Management is a fee-only fiduciary-guided wealth management firm founded by Hilary Hendershott. We are proud to be uniquely positioned as a female-focused Registered Investment Advisory firm. We work with women and couples wanting to make and keep more money, who aren’t satisfied with the status quo of feeling overlooked, underserved, and treated like we’re incapable of winning with money. Hendershott Wealth Management provides investment portfolio management for our clients. Our Wealth Management Client Services include:
Financial Investment Services
>Positioning of investments within your employer-sponsored retirement plans, such as a 401(k), 401(a), 457, 403(b), and more.
>Detailed planning for all equity compensation, including RSUs, ESPP, ISOs, NSOs, etc.
>Detailed mortgage analysis and services, including analysis of amortization schedule, whether you should refinance, and referrals to Reverse Mortgage and traditional mortgage specialists. Financial Independence Services
>Income Analysis - We help you know what you need now and in the future.
>Distribution Strategy Review - We can recommend what may be the most appropriate distribution strategy for your future. This can help you maximize the amount of money you spend and preserve your nest egg. Tax Liability Insights
>Recommendations for tax-advantaged investments and solutions for new tax laws that can affect your situation.
>Review of your tax return and a complete report of your opportunities for minimizing income tax paid. We are available to work with your tax preparer to minimize your tax bill. Insurance Insights
>Insurance recommendations including home, life, health, long-term care, auto, and umbrella. We don’t sell insurance, but we know a thing or two about how it can work for you. Education Planning
>Calculations for how much you should save for education costs (including college). Student loans don’t have to be inevitable.
>Recommendations on the most appropriate type of education planning account for your financial future. Your Estate and Legacy Plans
>We offer compassionate, comprehensive guidance to help you know how to set up your estate and legacy for generations to come.
>We can connect with you, your heirs, and your family attorney to ensure everything is coordinated.
>Analysis and monitoring of your legacy plans, including:
>Monitoring account beneficiaries.
>Assistance in transferring assets to your family trust.
>Guidance with the necessary and appropriate steps in the event of the passing of someone you love. Take the first step with Hendershott Wealth Management by scheduling an initial call at https://hendershottwealth.com/contact/