Ross Henry, CFP®

Ross brings more than two decades of experience in legacy planning, trust administration, tax solutions and investment management to his work, which is focused on implementing effective multigenerational wealth strategies for high-net-worth and ultra-high-net-worth individuals and families. He is especially adept at working with family business owners, balancing the needs of the founders/owners, the family and the business to implement solutions and strategies that benefit all three.

Prior to LNW, Ross was an advisor at predecessor firm Laird Norton Wealth Management. Before that, he worked at KeyCorp in investment management and trust administration and as advisor at Prudential Securities.