Herrick Wealth Advisory is a fiduciary wealth management firm that blends legal insight with sophisticated financial strategy to deliver exceptional results for high-net-worth individuals, families, and business leaders. Founded by seasoned financial advisor Matthew Herrick, who brings a strong legal background, our firm offers a uniquely comprehensive approach—merging estate planning, tax strategy, and investment advisory under one trusted relationship.

At Herrick Wealth Advisory, we believe true financial success isn’t just about growing wealth—it’s about protecting it, passing it on, and aligning it with your values. That’s why we specialize in:

• Strategic investment management tailored to long-term goals
• Tax-optimized wealth transfer and estate planning
• Executive compensation, equity, and deferred income strategy
• Retirement, risk, and legacy planning across generations
• Corporate benefits and exit planning for business owners

We operate with full transparency and a strict fiduciary duty—putting our clients’ interests first, always. Our process is high-touch, relationship-driven, and rooted in deep trust. No generic plans. No guesswork. Just personalized, legally informed strategies that evolve with you.

Whether you’re navigating a liquidity event, preparing for retirement, or building a multi-generational legacy, Herrick Wealth Advisory offers the clarity, confidence, and commitment to help you get there.

Let’s build something lasting—together.

Herrick Wealth Advisory

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