For over 25 years we have partnered with our clients to help them live a life of prosperity. As fiduciaries, we help you define your unique circumstances and goals, then create a plan that works for you. As an independent firm, we offer a full range of financial services to high-net-worth individuals, families and businesses.
Making the decision to live a prosperous life is a defining moment. As fiduciaries, we help you determine yours. We then build a financial plan and investment portfolio that prioritizes your needs and objectives. As an independent firm, we have the flexibility to find the solutions that work for you.
Making the decision to live a prosperous life is a defining moment. As fiduciaries, we help you determine yours. We then build a financial plan and investment portfolio that prioritizes your needs and objectives. As an independent firm, we have the flexibility to find the solutions that work for you.
Services
As managing partner of Herr Capital Management, Terry provides dependable options and guidance in the implementation of financial and investment plans. He helps clients define and prioritize what is most important to them in order to collaboratively nurture their financial and personal goals so that they can live a life of prosperity.
For over 25 years, we've developed plans based on our client's distinct goals and circumstances. From addressing your retirement goals and asset preservation strategies to creating a legacy for future generations to enjoy, we'll collaborate with you to find the solution that works best for you and your unique circumstances.
As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first. Whether you need more than one life insurance policy will depend on your personal and financial situation.
At Herr Capital Management, you are getting a team of advisors. Each advisor brings different viewpoints and expertise together in the creation and preservation of your wealth. We embrace our role as your valued partner to help you discover your own unique path to prosperity. We embrace our fiduciary role as we put your interest above our own and provide unmatched service in doing so.
As a fiduciary we put your interests ahead of ours. This is important because there may be situations where your interests conflict with your advisors. A fiduciary has an obligation to disclose the conflicts of interest and continue to put your interests first. This may seem like common sense, but not all financial professionals have a fiduciary obligation.
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