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Your trust. Our expertise.

Your trust. Our expertise.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

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Committed to the Community

Committed to the Community

Meet David Henze

I’m a member of St. Paul’s United Church of Christ, German Township; West Side Nut Club; Rotary Club of Evansville; Community Educator with the Alzheimer's Association; and Servants at Work (SAWs), an organization that builds handicap ramps for those in need.

I'm a member of the local Money in the Morning chapter of Business Networking International (BNI), and I hold the financial advisor seat. I'm an NRA Certified Instructor, and enjoy target shooting and introducing new pistol shooters to the sport.

Meet David Henze

Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

Wealth Management

Portfolio construction and risk management

Peak-Career

Wealth-building strategies for professionals

Estate Strategy

Strategies for every phase of life

Our Three Step Investment Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial plan on track every step of the way.

Speak with an Experienced Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation.

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