Hendershott Wealth Management

    Your business?

    Financial Advisors

    San Jose, CA

    Hendershott Wealth Management is an independent financial advisory firm in San Jose specializing in comprehensive wealth management and financial planning. They work with clients to develop personalized investment strategies, retirement planning, and long-term financial goals. The firm emphasizes a consultative approach to help clients build and protect their wealth.

    Best for: Retirement PlanningWealth Management

    Ideal for: High-net-worth individuals, professionals planning for retirement, business owners seeking wealth management, families managing significant assets

    Service area: San Jose and surrounding Silicon Valley area

    What Sets Hendershott Wealth Management Apart

    Independent Advisor: As an independent firm, Hendershott provides unbiased financial advice without the constraints of a large corporate institution.

    Personalized Strategy: They develop customized investment and retirement plans tailored to each client's specific financial situation and goals.

    Retirement PlanningInvestment ManagementFiduciary Standard
    Wealth ManagementFinancial PlanningInvestment AdvisoryRetirement Planning
    Google Rating
    5.0 ★ (2 reviews)
    Phone
    (877) 743-6500

    Location

    Address: 2570 N First St Second Floor, San Jose, CA 95131

    Phone: (877) 743-6500

    Website: hendershottwealth.com

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    Last updated April 16, 2026

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