About Katterhenry Investment Group
Katterhenry Investment Group was founded in 1989 and is as strong as ever with the ability to offer you nine advisors “under one roof”.
All nine of our advisors have Series 7 and 63/65 or 66 securities registrations and life insurance licenses. We also have three CFP® professionals, a Registered Principal, one Chartered Retirement Planning CounselorSM, a Chartered Mutual Fund CounselorSM, a Certified Investment Management Analyst, two Accredited Domestic Partnership AdvisorsSM , a Certified Divorce Financial Analyst®, a Sports & Entertainment Accredited Wealth Management Advisor and a Master of Science Degree in Financial Planning within our ranks. We help clients manage more than $2.1 billion in assets as of January 1st, 2025, with five locations for your convenience.
Retirement planning is the heart of our business. We work with multiple generations to facilitate wealth accumulation, retirement income, wealth preservation, and wealth transfer. With unwavering disciplined commitment to our core investment management practices and beliefs, we endeavor to grow client assets during favorable market conditions, as well as preserve their wealth during rough times in the financial markets.
The use of CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
