Daniel Henry - Approach to wealth management

Approach to wealth management

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. Our process includes:

Understanding your financial objectives

We begin by listening to understand you and your financial objectives.

Gathering your current financial information

Together, we gather specific information on your financial picture.

Developing smart, time-tested strategies

Next, we analyze your financial and personal information to match your objectives with sound strategies.

Implementing thoughtful and creative solutions

We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

Providing timely, ongoing service

We regularly review your situation to help ensure your financial objectives are being met.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Daniel Henry, CPFA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

949-720-8968

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dana McDonald

Wealth Management Consultant

Dana spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Dana works diligently to address clients’ unique situations.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Michelle Gilly

Insurance and Annuity Consultant

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.