Our Mission

Enhance financial prosperity and ease the burden of wealth management, with the ultimate goal of increasing quality of life.

We seek to accomplish this by adhering to the following commitments:
  • The best interest of our clients comes first. Every. Single. Time.
  • Our Financial Advisors remain at the forefront of the industry in knowledge, education, certification, and registrations.
  • Each member of our team is friendly, resourceful, efficient, has a positive attitude, and aims to exceed client expectations.
  • Our client service is unparalleled. There is no greater investment we can make than investing in our relationships with our clients.

About Katterhenry Investment Group

Katterhenry Investment Group was founded in 1989, and we believe is as strong as ever with the ability to offer you nine advisors “under one roof”.

All nine of our advisors are fully equipped with Series 7 and 63/65 securities registrations and life insurance licenses. We also have two CFP® professionals, a Registered Principal, two Chartered Retirement Planning CounselorSM, a Chartered Mutual Fund CounselorSM, a Certified Investment Management Analyst, two Accredited Domestic Partnership AdvisorsSM, a Certified Divorce Financial Analyst, and a Master of Science Degree in Financial Planning within our ranks. We feel it is rare, indeed, to find over a hundred years of combined industry experience and that high level of certification and education within one team. We help clients manage more than $737 million in assets, as of March 2022, with five locations for your convenience. Each of us brings a distinct set of experience and skills to the mix, coming together complimentarily in an effort to create an incredibly effective team.

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.