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Client Resources

Vault
 

This online vault gives you access to personal folders to store key documents including Wealth Management Plans, insurance policies, wills, trust documents, tax returns, and performance reports, giving you access to these documents 24/7 over the Web.  Files are encrypted while they are uploaded or downloaded, and they are stored using high encryption.  Please note that this requires a separate login than your Account Lookup login.  Please request a username and password by emailing Henrickson Nauta.

 

Account Lookup
 
Henrickson Nauta Wealth Advisors' performance reporting allows you to view all of your accounts, even including accounts not managed by Henrickson Nauta, such as your company retirement plan, in one place.  Please request a username and password by emailing Henrickson Nauta. 

Questionnaires
 
These questionnaires provide us with valuable information used to develop or update your customized Wealth Management Plan, and help us identify your risk tolerance using a scientific risk-profiling system, allowing us to develop investment recommendations you will be comfortable with for the long haul.
 
Wealth Insights and Commentary
 

At Henrickson Nauta, we believe that communication and education are vital to long-term discipline - one of the keys to financial success. Our Wealth Insights newsletter keeps you abreast of timely financial planning and investment topics. We also provide commentary and analysis on the latest economic and financial news letting you know what it means to your plan and portfolio. 

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