
Hendershott Wealth Management
Hendershott Wealth Management is a woman-led, fee-only fiduciary advisory firm specializing in financial planning and investment management for high-net-worth women and couples. Founded by Hilary Hendershott, MBA, CFP®, the firm offers services including tax optimization, estate planning, retirement income strategies, and diversified investment portfolios. Their proprietary Ultra Tax Efficient Wealth Management℠ approach aims to enhance long-term wealth building through strategic tax-aware investing. Operating virtually across the U.S., Hendershott Wealth Management is committed to empowering clients to align their finances with their life goals and legacy aspirations.
2570 N First St Second Floor, San Jose, CA 95110