LaMont M Henry

LaMont Henry works with business and personal clients to help create a secure financial future. LaMont advocates for his clients, organizing their financial life and adapting to the challenges and opportunities that arise. As a Wealth Management Advisor, LaMont Henry can deliver and implement a comprehensive financial plan that integrates a wide spectrum of insurance and investment solutions.

Along with a network of specialists, LaMont provides innovative solutions using world-class insurance services and internationally recognized investment products. Through this, LaMont Henry develops enduring relationships with his clients.

About LaMont Henry

LaMont Henry is a Financial Advisor in the Virginia Beach, VA office. LaMont earned his Bachelor of Arts degree in Business from Colby College.

To best serve his clients, LaMont has continued his education, earning his:

• CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
• Chartered Special Needs Consultant (ChSNC®) designation
• Chartered Financial Consultant (ChFC®) designation
• Chartered Advisor for Senior Living (CASL®) designation
• Retirement Income Certified Professional (RICP®) designation.
• Chartered Life Underwriter (CLU®) designation

LaMont is a member of the Million Dollar Round Table (MDRT) and the Financial Planning Association.

What We Do

We sit on your side of the table and use a consistent process to help you make wise decisions.

Typical Clients

We find that we tend to provide the most value to:

1. Professionals (business owners, executives, attorneys, engineers, etc)  - wealth creators - who want to be financially secure
2. Entrepreneurs, both in start-up and stabilization mode
3. Wealth holders, usually over 50, often married, within 10 years of retirement
4. Medical Professionals (dentists, physicians, pharmacists, etc) - generally married, with children still in the home or in college