Your Goals Are Our Mission
At Herrick Wealth Advisory, we take a personalized, results-oriented approach to understanding each client’s unique financial situation, tailoring our strategies to their professional and personal goals.
2026 Q1 Market Update
Practical takeaways designed to help you:
- Navigate ongoing market uncertainty
- Identify potential opportunities
- Confidently position your portfolio for the months ahead
Trial Lawyers, Their Families, Firms & Clients
We provide financial solutions that align with the variability of case outcomes and contingency-based incomes.
Technology Professionals & Corporate Executives
We navigate the complexities of equity compensation and rapid industry shifts.
Healthcare Professionals & Medical Concierge Practices
We create strategies that address the demands of a high-stress career and secure long-term stability.
High-Achieving Entrepreneurs & Families
We deliver solutions that integrate business growth with personal wealth optimization.
Our team brings decades of experience in wealth management, specializing in:
- Navigating the complex financial lives of trial lawyers.
- Managing stock options and equity compensation for tech professionals.
- Crafting holistic plans for healthcare leaders balancing work and family.
- Supporting entrepreneurs as they grow, scale, and exit their businesses.