The Hennion & Walsh Experience
Every day, millions of individual investors wake up uncertain, confused, and emotional about their investment portfolios. They question whether they are on a path to live their life as they have planned. As an independent wealth management firm for over 30 years, we at Hennion & Walsh have dedicated our resources and people to help those individual investors.
At Hennion & Walsh, every client, every individual investor, is assigned a dedicated team of investment professionals, planners, and portfolio managers, who collectively analyze your situation through the lens of their respective disciplines.
Each member brings valuable insights to apply to your situation. Whether you’re looking to meet your income needs today or stock market growth for your future, we have an expert sitting with you, helping you, and guiding you through all the scenarios to help you live the life you want.
Hennion & Walsh distinguishes itself in the investment industry with its exceptional in-house team of specialists committed to your success. Unlike other firms that rely on impersonal call centers, Hennion & Walsh provides direct access to experienced bond experts, CERTIFIED FINANCIAL PLANNER (CFP®) professionals, Chartered Financial Analyst (CFA)® charterholders, annuity professionals, and a proficient internal fixed-income trading team. Our customer service team is exceptional, ensuring that every client receives the dedicated attention and support they deserve.
This unique structure ensures a personalized, hands-on experience where our team collaborates closely to tailor strategies that align with each client’s financial goals. No one else is like Hennion & Walsh; we are distinctive in our approach and our commitment. We pride ourselves on our commitment to going above and beyond to help clients achieve their financial aspirations. This is the Hennion & Walsh Experience.
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The Hennion and Walsh Experience
We provide a truly great and different investment experience you won’t find anywhere else to help you live the life you want in retirement.