LaMont M. Henry

CFP®, ChSNC®, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor
& Founder

LaMont appears in the Top 100

People in Finance Magazine

Henry, LaMont-preferred photo_edited.jpg

Photo by Pamela Trilla

LaMont M. Henry, CFP®, ChSNC®, ChFC®, CLU®, CASL®, RICP®

LaMont Henry is from Virginia Beach, Virginia where he lives with his wife Lisa and their 3 children, Jaylyn, Hailey and Logan. LaMont is passionate about golf, travel, cornhole, and serving the community. Serving the community is a large part of the reason he decided in 2010, to found his own company, Henry Wealth Management. In addition to being able to help clients achieve their financial goals, he wanted to be able to decide where his charitable funds went, something he couldn’t control as an employee of a financial firm. In addition to monetary donations, LaMont donates his time and expertise as well. At the request of the Governor of Virginia, LaMont accepted a gubernatorial appointment to the board of the Assistive Technology Loan Fund Authority, where he helps individuals and families with special needs get funding to enhance their lives through assistive technology. LaMont also spends much of his time as a board member of the Norfolk Botanical Garden and Old Dominion Athletic Foundation

 

In order to better serve these organizations and his clients, LaMont is always expanding his knowledge. He was educated at Colby College, The American College of Financial Services, and Harvard Business School Online. He grew his knowledge so he could be well versed to handle even the most sophisticated scenarios by earning a few designations:

 

• CFP®-CERTIFIED FINANCIAL PLANNER™

• ChSNC®-Chartered Special Needs Consultant

• ChFC®-Chartered Financial Consultant

• RICP®-Retirement Income Certified Professional

• CASL®-Chartered Advisor for Senior Living

• CLU®-Chartered Life Underwriter

 

Today, more than a decade later, LaMont has provided financial planning and wealth management services to more than 500 clients around the world. As a fiduciary fee-based financial planner, he draws on his extensive knowledge across multiple fields to create a unique and objective financial strategy for every client to reach their goals in the most cost effective and tax efficient way. Although clients usually have financial advisors they are actively working with, the skillset and expertise that LaMont and his team bring to the table allows them to build a plan that provides complex strategies, thoughtful ideas and specific recommendations that exponentially enhance their financial trajectory. Clients can then take those plans and use them to continue to grow their wealth and expand their legacy with their current financial advisors. LaMont views himself as an architect who is building the financial blueprint; once the blueprint is created, it is much easier to find the professionals necessary to implement the plan because the hardest part is done. His team includes accountants, attorneys, and other knowledgeable specialists who provide clients with world-class expertise. “This ensures that each plan has multiple perspectives from different vantage points and takes full advantage of current tax laws and planning ideas while still being cognizant of future changes,” he explains. “We sit on our client’s side of the table and use a customized fluid process to help them make wise decisions.”

 

For LaMont, the most rewarding aspect of his job is helping to create peace of mind for clients. “Oftentimes, when we’re talking to folks, they have problems that are stressing them out—Do I have enough to retire? Do I have enough in savings if my business takes a hit for a few months?” he says. “It excites me when someone says, ‘I can retire if I implement this asset strategy’ or ‘My wife and I can go on our dream vacation now and not feel like we are taking away from our future!’ When I hear those things from clients, it makes me feel like I’m fulfilling my purpose to spread happiness and better the world.”

 

LaMont M. Henry, CFP®, ChSNC®, ChFC®, CLU®, CASL®, RICP®

Wealth Management Advisor & Founder — Henry Wealth Management

Website: www.LaMontHenry.com

LinkedIn: www.linkedin.com/in/lamonthenry

Facebook: www.facebook.com/HenryWealthManagement