Right near Las Vegas and Paradise, Henderson holds many residents and sees more visitors than most other cities would know what to do with. And not only that, it’s been hailed as an amazing, comfortable and safe place to live, complete with a beautiful lake, hiking trails, and more. It’s no wonder why you would want to live there, and if you’ve found success in the city that’s even more reason to spend less time micromanaging your wealth and more time enjoying life there. A financial advisor can help you accomplish this, and as such we recommend their services.
Yet what advisor or advisory firm should you work with in the area? Here are our top five choices for financial advisory firms for Henderson, Nevada:
1) Arista Wealth Management
Based in Las Vegas and our top choice for the city, The Wealth Consulting Group is a firm founded in 2014 with $1.33 billion in assets under management. Notable for its size as well as the range of services offered, they may have many offices across the country, but they are able to provide clients with whatever help they might need and you can feel more confident due to the fact that their headquarters is in the city.
They mostly focus on wealth preservation for clients and their families, and to accomplish this will plan ahead extensively for most common (and uncommon) scenarios, minimizing risk.
The Wealth Consulting Group is a fee-based firm that has a $15,000 account minimum for the most basic account type. The minimum goes up from there all the way to $250,000.
You can expect the following working with The Wealth Consulting Group:
- A large network of staff and professional advisors to help you get the exact type of help you need whenever you might need it.
- A willingness to work with other professionals under your employ.
- The ability to provide many different types of specialized financial planning services.
2) Kingsbridge Wealth Management Group
Kingsbridge Wealth Management Group is another Las Vegas firm that has been around for more than a decade and has $186 million in assets under their management. A much more exclusive firm that exclusively works with wealthier individuals and families, Kingsbridge offers customized services and a more personal experience to help you work through your financial goals and problems.
Using customized solutions for each of their clients as opposed to a set playbook, the firm will put in the work to make sure your plan is the absolute best option for you and only you.
Kingsbridge Wealth Management Group is a fee-based firm that has a $5 million account requirement, making then a very exclusive option.
You can expect the following working with Kingsbridge Wealth Management Group:
- They will consider alternative investments that many other firms wouldn’t even think of.
- A highly trained and helpful staff.
- An excellent family office that has generational wealth in mind and can provide guidance that applies to your whole family.
3) American Retirement Planning Group
American Retirement Planning Group, also based in Las Vegas, is a firm that is a bit smaller (they only have a few advisors and $145 million in assets under management), but is also a firm with a ton of experience and a an ability to focus in on an individual’s goals and needs that few other firms can match. They will spend the necessary time to get to know you and determine the best path forward.
Their investing strategy mostly consists of diversification paired with some use of short-term investments to promote growth within your portfolio. They will also be wary of downturns and correction periods in the market.
American Retirement Planning Group is a fee-based firm that has a $10,000 minimum account requirement to work with them.
You can expect the following working with American Retirement Planning Group:
- A team that holds themselves to the highest professional and ethical standards.
- The ability to provide trust-related services.
- Excellent retirement planning services, as you might expect.
4) SkyOak Wealth Management, Inc.
A firm with $127 million in assets under management that’s been around since 2010, SkyOak Wealth Management, Inc. is a Las Vegas firm that has been built from the ground up to have quite a bit of reach and an excellent sense of what clients need. Services offered include wealth management, financial planning, asset protection and asset management, and other specialized services.
They are more active in their portfolio management, almost in contrast with nearly every other firm in the area, so if you want to participate in a somewhat more aggressive investment strategy this firm should make the top of your shortlist.
SkyOak Wealth Management, Inc. is a fee-based firm that requires that you have $200,000 in investible assets to work with them. If you’re looking for just financial planning services, they have a minimum annual fee of $1,500.
You can expect the following working with SkyOak Wealth Management, Inc.:
- Services tailored for athletes and celebrities.
- A team-based approach that utilizes specialists in their respective fields to determine a more comprehensive financial plan for clients.
- Additional offices and experts located in other states.
5) Redrock Wealth Management
Rounding out our list is Redrock Wealth Management, a Las Vegas firm with $123 million in assets under their management. Working with a combination of high net worth and non-high net worth individuals, they are focused on providing excellent financial planning and retirement planning services to their clients.
They look at many facets of a client’s life to determine the best course of action, and will provide comprehensive planning as a matter of course, knowing the importance of considering every possibility.
Redrock Wealth Management is a fee-only firm that has a $500,000 minimum account requirement.
You can expect the following working with Redrock Wealth Management:
- A highly qualified staff that can take on any challenge.
- Your investment management and financial planning services will work in-sync with each other.
- The client will always be their priority.
Henderson can be fantastic, but you also want to have a degree of financial stability if you want to live there comfortably. With the services of an investment manager or advisory firm like those listed above, you can achieve that stability without having to spend hours each day worrying about your assets or financial situation. Instead, you can simply focus on your relationships, your business, or whatever matters most to you. We hope that you get in contact with a few firms soon and can make the best choice for your financial future.