your goals, your family, your future
At Herrington Wealth Management, we believe good advice should feel personal, not generic.
Below you will find how we help our clients: from managing your investments and planning for retirement, to protecting your estate and keeping more of what you earn through smart tax planning. Every strategy is built around your goals, your family, and your future — not a one-size-fits-all plan.
Investment Management
Good investment management isn't about chasing returns — it's about building a portfolio that matches your goals, your timeline, and how much risk actually lets you sleep at night.
Tax-efficient investment strategies — structuring your portfolio so taxes take less of your return.
Asset allocation strategies — the right mix of risk and stability for where you are in life.
Alternative Investments — private equity, private credit, real assets, and venture capital for clients who want exposure beyond traditional stock and bond markets.
Retirement Planning
Retirement isn't a single decision — it's a series of them, from when to claim Social Security to how to draw down savings while maintaining the inheritance you want to leave behind. We build a plan that answers those questions before you have to ask them.
Retirement income planning — turning what you've saved into income you can count on.
Retirement savings plans for high income earners — strategies for maximizing tax-advantaged savings once you've outgrown the basics.
Social Security strategies — claiming at the right time to get the most from a benefit you've paid into for decades.
Long-term care planning — protecting your plan, and your family, from the cost of care later in life.
Survivor income planning — making sure your spouse or family is financially secure, no matter what happens.
Estate Planning
Protecting what you've built for the people you love takes more than a will. We help you structure your estate so your family is cared for and your legacy lands the way you intend.
Estate planning strategies — coordinating your accounts, documents, and beneficiaries so nothing falls through the cracks.
Beneficiary reviews — making sure your accounts actually reflect who you want to receive them.
Legacy planning for the next generation — passing on wealth in a way that supports, rather than overwhelms, your heirs.
Estate tax planning with life insurance — using insurance strategically to cover estate taxes without forcing a fire sale of assets.
Tax-efficient charitable giving strategies — supporting causes you care about while reducing what you owe at your passing.
Tax Planning
Taxes touch every financial decision you make. We plan proactively, not just at filing time, so you keep more of what you earn.
Estate tax planning strategies — reducing the tax burden your estate will face.
Capital gains tax strategies — timing and structuring sales to minimize what you owe. Also, donating stock instead of cash to charities to minimize capital gains taxes on donations.
Donor Advised Funds for tax-efficient charitable giving — a flexible way to give now and get the tax benefit now, while deciding where it goes later.
Qualified Charitable Distributions (QCD) — giving directly from an IRA in a way that can lower your taxable income.