Henrickson Nauta Wealth Advisors, Inc.

Henrickson Nauta Wealth Advisors is an SEC-registered investment advisory firm that manages roughly $805 million for individuals, high-net-worth families, trusts, estates, qualified retirement plans, and corporate clients. The firm provides wealth management, financial planning, portfolio management, retirement-plan advice, and supplemental services such as family office support and business succession planning.

The firm generally employs a long-term, Modern Portfolio Theory–informed approach and constructs customized portfolios using mutual funds, ETFs, and individual securities, with the option to recommend one or more unaffiliated Independent Managers for portions of client accounts while maintaining ongoing oversight. HNWA acts as a fiduciary and provides discretionary investment management, due diligence on third-party managers, and periodic portfolio reviews to align allocations with client goals and risk tolerance.

A notable distinction is that HNWA serves as the general partner and investment manager to private pooled investment vehicles (private funds), a role that entails custody-related responsibilities, annual independent surprise examinations, and the distribution of audited financial statements for those funds. The firm’s mix of private fund management, use of Independent Managers, and additional services (including an offered cash-management program and affiliated insurance/broker-dealer activities) are less common among peer team firms and are features clients should review when considering the firm.