Protect Your Legacy

Strategic Estate Planning That Preserves Wealth and Honors Your Wishes

Complete peace of mind for your loved ones

Estate planning isn’t just about wills—it’s about control, clarity, and peace of mind. At Henley Financial & Wealth Management, we help you protect what you’ve built and ensure your legacy lives on exactly how you intend.

Why Our Clients Choose Henley for Estate Planning

  • From wills and trusts to tax strategy and wealth transfer, estate planning can get complicated—fast. We break it down into clear, manageable steps that reflect your priorities.

  • Without a plan, much of your estate could go to taxes. We structure strategies that legally reduce the tax burden on your heirs, maximizing what you pass on.

  • Whether you’re looking to support your family, a cause, or a business succession, we help align your estate plan with what matters most to you.

What We Offer

We build holistic estate strategies that cover every angle:

Tax Strategies

  • Minimize estate and capital gains taxes

  • Use insurance and charitable giving to shelter wealth

  • Build intergenerational tax efficiency

Wills & Trusts

  • Ensure your wishes are honored through legally sound documentation

  • Establish living trusts for privacy, control, and asset management

Wealth Transfer

  • Strategize how and when assets should be passed on

  • Create a roadmap for family wealth continuity

Business Succession Planning

  • Help business owners create a transition strategy that protects company value

  • Fund buy/sell agreements with insurance for smooth ownership changes

WHAT SETS US APART

A Strategic “Bridge” Approach

Estate planning isn’t a transaction—it’s a transition. We act as your bridge from today’s intentions to tomorrow’s outcomes, making sure nothing gets lost in translation.

3 Decades of Integrity

Founder Winston Cook has spent over 30 years earning client trust with straight answers, solid planning, and proven judgment. He’s seen what works—and what fails—and brings that knowledge to your side.

Complete Visibility At All Times

Receive a digital roadmap for your family’s future, giving you complete visibility to all essential aspects of wealth transfer, thanks to The Asset Map®.

Start Planning With Purpose

You’ve worked hard to build something meaningful. Make sure it lives on, protected and properly passed on. Start with a free Asset Map consultation to get a clear picture of your estate and where the gaps are.