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 35 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 pursue long-term market growth, you have investment specialists collectively sitting with you, guiding you, and helping you navigate every scenario so you can live the life you want.

What sets Hennion & Walsh apart is our focus on the Hennion & Walsh Experience, built around three key values:

Committed to You

Integrity, honesty, and loyalty guide every decision we make. At Hennion & Walsh, we truly care about your success. Your goals become our mission. We are dedicated to providing our very best efforts in every interaction, every strategy, and every recommendation, even when it doesn’t benefit us directly. Our commitment to your financial well-being is unwavering, and we take pride in being a partner you can trust through every stage of your journey.

A Human Connection

Unlike other firms that rely on impersonal call centers, at Hennion & Walsh, you have direct access to experienced professionals who understand your situation. When you reach out, you’ll speak with someone knowledgeable and attentive, ready to answer your questions and provide guidance. Meaningful conversation helps us fully understand your goals so we can help you achieve them.

A Team Built Around You

When you work with Hennion & Walsh, you work with a team of highly skilled specialists, carefully selected for your unique circumstances. From CFP® professionals and CFA® charterholders to bond specialists, annuity specialists, and our internal fixed-income trading team, each member brings deep expertise in their field. Together, your team works collaboratively to provide tailored insights, actionable guidance, and strategies designed specifically to help you achieve your financial goals.

This unique structure ensures a personalized, hands-on experience where our team collectively collaborates to tailor strategies that align with each client’s financial goals. No one else is like Hennion & Walsh; we are distinctive in our approach, our expertise, and our commitment. This is the Hennion & Walsh Experience.