Henry Wealth Management
LaMont M Henry
Wealth Management Advisor|CFP®
Professional
Education is important to LaMont, and he holds a number of professional designations:
EDUCATION
Bachelor of Arts in Business from Colby College
PROFESSIONAL DESIGNATIONS
- CFP® - CERTIFIED FINANCIAL PLANNER™
- ChSNC® - Chartered Special Needs Consultant
- ChFC® - Chartered Financial Consultant
- CLU® - Chartered Life Underwriter
- CASL® - Chartered Advisor for Senior Living
- RICP® - Retirement Income Certified Professional
- Million Dollar Round Table (MDRT)
Memberships
- Million Dollar Round Table (MDRT)
- Financial Planning Association (FPA)
Personal
LaMont M. Henry is from Virginia Beach, Virginia. He is married to Lisa and they have 3 children: Jaylyn, Hailey and Logan. He is passionate about golf, wine, cornhole and learning. LaMont established his financial planning practice with Northwestern Mutual over a decade ago to help people live the best versions of their lives, not just in retirement but everyday leading up to it as well. In order to do this at an extremely high level LaMont has been educated at Colby College, The American College of Financial Services and Harvard Business School Online.
Outside of work LaMont is active in the community, at the request of the Governor of Virginia, LaMont accepted a gubernatorial appointment to the board of the Assistive Technology Loan Fund Authority where he helps individuals and families with special needs get funding to enhance their lives through assistive technology. LaMont also spends much of his time as a Board member of The Norfolk Botanical Garden & Old Dominion Athletic Foundation where he gets to indulge in his love for sports.
LaMont's Motto:
“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” - Jeremiah 29:11
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jim Burns
Vice President of Operations
Jim Burns is a Financial Representative specializing in long-term financial planning with young professionals and new families, and does so by focusing on a needs-based, comprehensive, holistic approach to each unique, individual situation.
Get to know my dedicated network of specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Jim Fitzgerald
CFP®, CLU®, ChFC®, MSFS, CPWA®
Estate & Business Planning Specialist
Jim Fitzgerald owns an integrated financial planning practice and has been providing solutions in the areas of wealth management and insurance planning for high net worth individuals for over 30 years. As the Estate & Business Planning Specialist, Jim works with business owners, professionals, and executives on comprehensive financial planning, business succession planning, and estate planning.
Mike Ellis
CPA
Mike Ellis works closely with clients to understand their goals and then build customized financial recommendations. As a CPA and former CFO, Mike has the experience to best advise individuals on their investment, insurance, and estate planning needs. For businesses, my team's focus is 401(k) retirement plans, group benefits and business succession planning.
William R Moore III
CPWA®, CFP®, CLU®, ChFC®, AEP®
Wealth Management Advisor
We are best known for helping families, business owners and professionals solve for complex planning issues, helping them to envision a plan for the future and optimizing their wealth around their specific values. Find out more about our approach to comprehensive wealth management at stratviewwealth.com or email us at bill.moore@nm.com to set up an introductory meeting.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
