J K.
4/17/2018
I first knew about Hilary from her AMAZING podcast, Profit Boss Radio. She is so knowledgeable and having listed to her for over a year I just trusted her to give me the best advice for me. She is...
Hendershott Wealth Management
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2570 N 1st St Fl 2
San Jose, CA 95131
Hendershott Wealth Management is a fee-only fiduciary financial advisory firm based in San Jose, CA, serving high-net-worth women and couples across the United States. With a focus on building meaningful relationships, their elite team of investment managers provides comprehensive wealth management services, including diversified investment portfolios, income tax planning, estate planning, insurance, and retirement income generation.
Through their personalized approach and expertise, Hendershott Wealth Management empowers women to feel confident and empowered in their financial decisions, helping them thrive and leave a lasting legacy. Their commitment to transparency and client satisfaction is evident in the testimonials of current clients who have experienced the firm's professional and comprehensive approach to financial planning.
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Reviews
5.030 reviews
Aaron H.
2/21/2025
Not sure what else to say but there is nobody on earth I would trust more than Hilary and her team. They are wonderful to work with, thorough, thoughtful, and take care of and our future. We love...
Dave M.
8/1/2024
Hilary and her team at Hendershott Wealth have been managing our investments for the past 6 years and we couldn't be more pleased with the results. The service they provide is 5+* and they're a...
Kaye H.
1/21/2025
I have worked with Hilary and her team few a few years now and as woman seeking financial advise is never easy......unless you work with the amazing women at HWM. Its nice to have someone to trust...
Jeff E.
12/11/2024
We've been working with the organization for 7+ years and have been very happy with the returns. We are now in the midst of retiring and the advice and counsel we have received is top notch....
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