An Invitation Only Glimpse into the Heart of Hendershott Wealth Management
This webpage resource is for prospective clients (you) who would like to get to know Hendershott Wealth Management a little more deeply before their upcoming meetings. It’s not publicly available and unless you ask, we won’t send the link again. Consider it a special opportunity to take a behind the scenes look at how we help clients thrive.
At Hendershott Wealth Management, our purpose is simple: People Are Thriving. That’s why we stand for your wealth being more than money. It’s about freedom, trust, and the ability to author your life. Our goal is to help you feel confident, informed, and supported every step of the way, so you can experience optimism and peace of mind about your financial future.
Below, you’ll find answers to some of the questions we’re most often asked so you can get a sense of what working with us is really like
What services do you offer?
We offer goals-based comprehensive and holistic wealth management and retirement planning services. This means we partner with you to achieve all of the things that are important to you.
We do this by guiding your income tax planning, estate planning, insurance selection, investment portfolio construction, and retirement income generation—with a special focus on Ultra Tax Efficient Wealth Management®.
Tax Planning & Optimization
Year-round tax planning designed to help you keep more of what you earn
Evidence-Based Investing
Disciplined, data-driven portfolio management focused on long-term results
Comprehensive Financial Guidance
Coordinated planning for retirement, legacy, and life transitions
Who we serve
We partner with women and couples navigating complex financial lives across the U.S.
Our clients value having an expert to guide them through the myriad financial
decisions that lie ahead, and evidence-based strategies that enable them to stay the
course through every market cycle and every life stage.
At a Glance
~155
High-Net-Worth Clients
61%
Women Clients
<24 hrs
Average Response Time
6
Time Zones
Served
~155
High-Net-Worth Clients
61%
Women Clients
<24 hrs
Average Response Time
6
Time Zones
Served
Our Client Community
| Gender |
|---|
|
Women — 61% |
|
Men — 39% |
| Life Stage |
|---|
|
Saving & Investing Years — 58% |
|
Within 10 Years of Retirement — 20% |
|
Currently Retired — 22% |
| Marital Status |
|---|
|
Married — 61% |
|
Divorced — 13% |
|
Never Married — 12% |
|
Widowed — 8% |
|
Domestic Partners — 6% |
Every client relationship begins with genuine connection and trust—because we believe money should be a source of empowerment, not stress.
We’ve had the privilege of helping clients:
- Retire earlier than expected — or take a midlife career gap year with confidence
- Re-establish financial independence after a divorce
- Simplify complex estates and trusts
- Implement strategic Roth conversions
- Strategize for IPOs and equity compensation events
No matter the stage of life, our clients share one goal: to make their wealth work harder for them—and for the people and causes they care about most.
What to Expect When Working With Us
We want you to feel informed and confident before—and after—you meet with us. Here’s what the process looks like from your first conversation through becoming a client and beyond.
1
Discover
Meeting
2
Investment Plan Meeting
3
Onboarding &
Transfer
4
Financial Wellness Kickoff Meeting
STEP ONE: Discover Meeting
(~45 minutes)
This is our opportunity to truly get to know you—your life, your family, your work, your values, and your relationship with money. We often say that in order to guide you effectively, we need to know enough to do for you what you would do for yourself if you knew what we know.
In this conversation, we’ll explore what matters most to you, what you’re working toward, and what challenges or opportunities lie ahead. We’ll also gather the financial details we need so that any plan we create is not only accurate, but deeply aligned with your real life.
At the same time, you’ll get a clear sense of what it’s like to be a client at HWM, what you can expect from us, how we communicate, and how we’ll partner with you over time.
Our aim is simple: to create the foundation for a relationship rooted in trust, connection, and clarity, and to ensure that our approach aligns with what you want for your future.
STEP TWO: Investment Plan Meeting
(~60 minutes, typically one week later)
Between Step One and Step Two, we bring together what we’ve learned about your goals and resources with our decades of experience and the evidence-based principles that guide our investment philosophy.
In the Investment Plan Meeting, we’ll walk you through both our investment philosophy and a personalized investment plan designed to give you the strongest possible path toward achieving what matters most to you. You’ll also have plenty of time to ask questions about the plan, our process, our firm, and what it’s like to work with us.
These meetings are designed to give you the clarity you need to make an informed decision—and to help us both determine whether a long-term partnership feels like the right fit.
So we can prepare effectively, we’ll ask you to upload the relevant financial documents ahead of time through our secure online portal.
STEP THREE: Onboarding & Transfer
We’ll guide you through e-signing contracts, account setup and asset transfers, ensuring every detail is handled accurately and efficiently.
You’ll have full visibility into your accounts throughout the process, and our team will keep you informed each step of the way.
STEP FOUR: Financial Wellness Kickoff Meeting
(~60 minutes, typically scheduled a few weeks after your accounts are opened and funded)
We’ll present your customized financial plan and Financial Action Checklist, which contains our recommendations based on the information and documents you’ve shared.
This meeting sets the foundation for your long-term success and ensures you feel confident about your next steps.
Through every step, our team meets you in a spirit of partnership and openness. Around here, we do business with grace, fun, and ease—because financial progress should feel good!
We founded Hendershott Wealth Management in 2014 with a simple belief:
There’s more than enough for everyone.
Generosity of knowledge and resources creates stronger financial futures. The
success of our clients is proof that doing good while doing well is possible.
Frequently Asked Questions
We believe clarity builds confidence.
Here are a few of the most common questions we receive from prospective clients—along with straightforward answers designed to help you make an informed choice.
Here are a few of the most common questions we receive from prospective clients—along with straightforward answers designed to help you make an informed choice.
What’s included when working with HWM?
Do you work with clients outside California?
What if we decide not to move forward?
What does being a fiduciary mean for me?
Do you offer recommendations for accounts you don’t manage?
What’s included when working with HWM?
Comprehensive financial oversight—including investments, tax, estate and charitable planning, and outside-account guidance.
We coordinate your entire financial picture so that every part of your plan works together efficiently and intentionally to reach the goals that matter most to you.
Do you work with clients outside California?
Yes! We proudly serve clients virtually across the U.S. Our systems and meeting structure are designed for seamless, personal collaboration—no matter your time zone.
What if we decide not to move forward?
No problem. The initial meetings are completely complimentary and all information you share with us will be kept confidential.
Our goal is to help you make an informed, confident decision—whether or not you choose to partner with us.
What does being a fiduciary mean for me?
It means we’re legally and ethically obligated to put your best interests first—always. No commissions. No commissioned products. No conflicts. Just advice aligned with your goals.
Do you offer recommendations for accounts you don’t manage?
Yes! For no extra cost, we provide recommendations on accounts such as:
- Employer retirement plans (i.e. 401(k), 457(b), 403(b), and Federal TSP)
- 529 accounts for children’s or grandchildren’s education
Education is already expensive—so we’re happy to provide this guidance for your family, gratis.
Still have questions? Reach out anytime at advisors@hendershottwealth.com—our team is happy to help.
Looking Ahead to Our Conversation
Your Discover Meeting is the first step toward greater clarity and confidence in your financial future.
We’re looking forward to meeting you, learning about your goals, and helping you make the most of the wealth you’ve worked hard to build.
Our promise is that you’ll experience optimism, confidence, and peace of mind about your financial future—because when people thrive, communities do too.
We’re looking forward to meeting you, learning about your goals, and helping you make the most of the wealth you’ve worked hard to build.
Our promise is that you’ll experience optimism, confidence, and peace of mind about your financial future—because when people thrive, communities do too.
Thank you for trusting us with this important next step.
Contact
Hendershott Wealth ManagementSM, LLC
11 Municipal Drive, Ste 200, Fishers, IN 46038 (primary mailing address)
2570 N. First Street, Second Floor, San Jose, CA 9513