About Hendries Wealth Management : James Hendries
Hendries Wealth Management is an independent financial firm led by James (Jim) Hendries, CEPA®, an experienced financial professional who has been part of the Orange County financial industry since 1994. The firm is built around a personalized, relationship-driven approach, with an emphasis on helping clients simplify and organize their financial lives. The firm places strong importance on clear communication, education, and individualized financial guidance. James Hendries brings extensive experience in financial and retirement planning and portfolio management, while his team focuses on developing lasting relationships and helping individuals and business owners feel more confident about their financial futures.
Services
Comprehensive Financial Planning Retirement Income Strategies Wealth Transfer Charitable Giving Trust Services Estate Planning Asset Protection Wealth Preservation Wealth Distribution Planning Legacy PlanningReviews
Our family has been working with Jim Hendries for over 20 years. What began with my parents' relationship with Jim has now naturally extended to me and my own family. We appreciate his knowledge, thoroughness, attention to details and his patience. He takes the time to understand our goals and ensure that we understand every aspect of our financial plan and has provided ideas and options that we didn't even know existed. With support from Sandra in the front office, we're always confident that the administrative details are handled quickly and with care. We highly recommend Jim and look forward to his continued long-term support.