Protect What Matters Most

Smart Insurance Strategies That Secure Your Future—And Your Peace of Mind

we don’t sell policies.
we design protection plans

At Henley Financial & Wealth Management, with over 30 years of experience, we guide you through the noise of the insurance industry to deliver real, clear solutions tailored to your life, your business, and your legacy.

Why Our Clients Choose Henley for Insurance Planning

  • You’re not getting a one-size-fits-all plan. Every recommendation is based on a deep understanding of your needs, long-term goals, and current financial picture.

  • We’re not tied to one provider. We work with a curated network of top-rated insurance carriers so we can recommend the right fit—not just any fit.

  • No jargon. No pressure. Just straight answers and real talk about what works—and what doesn’t—for your stage in life or business.

  • Life changes. Your insurance should, too. We help you revisit and adjust your plan to stay protected as your goals and risks shift.

What We Offer

We provide comprehensive insurance solutions that cover every stage of life, business, and legacy planning:

1. Estate Tax Needs
We identify and plan for estate tax liabilities—so you can pass on more of your wealth and avoid unexpected tax burdens.

2. Tax Deferral Opportunities
We use proven tax deferral strategies—letting you grow your assets faster by postponing taxes until the right time.

3. Wealth Transfer
We structure efficient wealth transfer plans—so your assets go to the right people with minimal tax and legal friction.

4. Buy/Sell Shareholder and Partnership Agreement Funding
We fund buy/sell agreements with the right financial tools—ensuring a smooth business transition if a partner exits or passes away.

5. Key Person Insurance
We protect your business with key person insurance—so operations can continue if a vital team member is lost unexpectedly.

6. Long Term Care Insurance
We offer long-term care coverage—so future medical or personal care needs don’t drain your savings or burden your family.

7. Long Term Disability Insurance
We provide disability income protection—so you can maintain your lifestyle and financial goals if an illness or injury keeps you from working.

8. Critical Illness Insurance
We offer lump-sum payouts for major illnesses—so you can focus on recovery without financial strain.

9. Group Benefits
We design competitive group benefit packages—helping you attract and retain top talent while supporting your team’s wellbeing.

WHAT SETS US APART

The Bridge Philosophy

Like the stone bridge of Henley-on-Thames, we provide solid, reliable support that helps you cross the gap—safely, smartly, confidently—to where you want to be.

3 Decades of Credibility

Winston Cook brings over three decades of insight, backed by relationships with some of the most respected names in insurance.

The Asset Map® Advantage

Start your journey with our visual planning tool that lays everything out clearly. No surprises. Just strategy.

Ready to Build Your Safety Net?

Start with a free Asset Map consultation. In just a few minutes, you’ll see where you stand—and what’s missing. No pressure, no obligation. Just clarity.