H.E.N.R.Ys

The term HENRY stands for "High-Earner who's Not-Rich-Yet".  These often tend to be young professionals or #millennials who are making a decent wage but tend to have six to seven figures worth of debt like student loans.  The struggles these households are dealing with differ from those of our parent's generation.  We recognize that they yearn for advice that is catered to their unique circumstances but may not meet an industry norm minimum assets under management criteria.  That's perfectly fine becuase we offer a service model that gives them access to customized advice that meets their personal objectives despite the amount of assets they have today!