You may have heard the term “HENRY”:  High Earner, Not Rich Yet. You may be one yourself. Whether you’re just getting out of school or are in the highest-earning years of your life, the sooner you start with the right team, the more wealth you can accumulate and the sooner you can pursue your goals.


The question is, is your money working as hard as you are? Many HENRYs in your position are wondering:


  • Where should I be putting my excess savings?

  • Is a Roth or pre-tax retirement account better for me?

  • Should I be opening a 529 plan to fund my future kids’ education?

  • Do I have enough insurance?


We’ll answer these questions and help you build a thoughtful strategy so that you can leapfrog even more quickly toward your goals. We’ve even created an accumulator-specific investment strategy, called Builder, that intentionally adds beta. That means you can grow your wealth more quickly than if you were indexing, thanks to the fact that your long time horizon allows you to take on higher levels of risk.


Our other Accumulator services include:

Quarterly Income Distribution

Complex Estate Planning

Insurance Planning

Financial Wellness Education

Want to Learn More?

Download our FREE 3-Bucket Approach E-Book: "Don't put all your eggs in one basket - put them in three buckets" or for more in-depth information regarding wealth accumulation contact, Lead Advisor Daniel Goeddel.

Daniel Goeddel, MBA

Partner | Chief Development Officer | Lead Advisor

"Don't Put All Your Eggs in One Basket -- Put Them in Three Buckets"

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