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HG Wealth Management LLC

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HG Wealth Management LLC

Overview:

Henry is the owner and founder of HG Wealth Management LLC.

Through HG Wealth Management he specializes in financial planning and investment portfolio design. As a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years in the financial services industry, Henry has a solid foundation for helping his clients manage their financial concerns and pursue their goals. He acts as an advocate and consultant for his clients. His Fee-Only compensation structure minimizes conflicts of interest.

Henry strives to understand his clients’ concerns about risk and how it affects their ability to build wealth. Among his professional accomplishments, Henry is very proud of the many lasting relationships he has built with his clients that stretch 20 years and beyond. He has received numerous honors and awards and has worked in various aspects of finance and wealth management in New York and Chicago.

In 2003 Henry completed DePaul University’s Financial Planning Certificate Program and earned his CFP® certification. He earned an MBA in Finance and Marketing at The University of Michigan in 1986. Henry completed his undergraduate studies at The University of Chicago earning an AB In Economics in 1982.

In addition to his professional pursuits, Henry is actively involved in leadership roles in his community. Henry served as President of The University of Michigan Business School Alumni Club of Chicago and recently served on the Reunion Host Committee for his class at The University of Chicago. Living in downtown Chicago, Henry loves to run along the lake and explore various neighborhoods. In celebration of his 50th birthday Henry traveled to Tanzania to summit Mt. Kilimanjaro.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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