Next Generation Inheritors
Inheriting wealth is complicated, emotionally and financially. I'll help you clarify how to tax-efficiently receive and coordinate new assets, and build a plan that reflects your values and your goals.
Built for your future. Inspired by ours.
Adenry Wealth is a boutique wealth management and financial planning firm built on one simple belief: the best financial plans are built on real relationships. We take on a select number of clients — and we stay with them for life.
Our Vision
Prepare your family wealth for the evolving AI economy
The world is changing.
About Us
A family firm, built for families like yours.
Adenry Wealth is a family firm. Named after my children, Adeline and Henry, I built this practice on the same values I'm trying to instill in them: do the hard work, be honest, and serve your community. I'm a CPA and a CFP® — which means when I look at your financial picture, I'm looking at it the way a tax professional does, not just an investment manager. I work on a fee-only basis, which means no commissions, no product sales, and no conflicts of interest — just advice that's built entirely around you. I keep my client list small on purpose. The people I work with aren't accounts. They're relationships I plan to have for decades.
Who We Work With
Built for moments that matter.
Pre-Retirees
You've spent your working career building real retirement wealth. Now the question is: how do you draw from those assets without handing a big chunk of it to the IRS? Our conversations will focus on tax-efficient retirement distribution strategies — Roth conversions, withdrawal sequencing, Social Security timing — so you keep more of what you've earned.
High-Earning Millennials
You're making real money now. We will make sure your financial plan is keeping up. I help clients in this stage build a smart foundation — tax-efficient investing, equity compensation strategy, and a long-term structure that fits your life goals.
Our Process
How we work together.
01
Discover
We start with a conversation. No prep, no spreadsheets — just an honest look at where you are, where you want to go, and what's getting in the way.
02
Plan
We build a plan that fits your full picture — investments, taxes, estate, insurance — not just one piece in isolation.
03
Implement
We put the plan into motion together, handling the coordination across accounts, professionals, and timing so nothing slips.
04
Review
Life changes, markets change, tax laws change. We meet regularly to make sure your plan keeps up — and adjust where it should.
Our Fees
A simple, transparent fee structure.
Fee-only advisors are still the exception in this industry, not the rule. Many financial advisors are compensated through commissions on the products they sell, trailing fees paid by fund companies, or a combination of both. Their recommendations can be influenced by what pays them, not what's best for you. At Adenry Wealth, we don't accept commissions or third-party compensation of any kind. Our only source of revenue is the fee you pay us directly. Every recommendation we make is entirely in your best interest.
| Tier | Annual Fee |
|---|---|
| First $500,000 | 1.25% |
| $500,001 – $1,000,000 | 1.00% |
| $1,000,001 – $3,000,000 | 0.75% |
| $3,000,001 – $7,500,000 | 0.50% |
| Above $7,500,000 | Negotiable |
Advisory fees are billed quarterly in arrears — meaning we only charge for work we've already completed on your behalf.
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