ESTATE PLANNING |FINANCIAL SERVICESINSURANCE | CRYPTOCURRENCY 

Hensley Capital Management is a firm located in Dubuque, Iowa with clients in nearly all 50 states. We help protect, preserve, and achieve financial goals through estate planning, project funding and risk management. Estate Planning Solutions provide the essential foundation for the protection of wealth and assets during an individual’s lifetime and for the generations that follow.

Our insurance professionals provide recommendations as to the best way to protect your loved ones, your assets, and your business today. Our project financing specialist will individually construct special financing strategies for projects with funding requirements exceeding $1M. Our Family office specialist will assist your SFO/MFO with personal services such as managing household staff and making travel arrangements. Other services inclued property management, day-to-day accounting and payroll activities, family governance, financial and investment education, philanthropy coordination, and succession planning.

We provide the critical thinking necessary to make sure plans are in place for when you need them most.  Clients retain us because we combine unparalleled expertise with innovative thought and leadership to address critical challenges, in both event-driven and long-term scenarios. It is a financial decision…kind of. It is an emotional decision…sort of. It is about love and caring and future…most definitely. Through professional planning we protect individuals and their family’s wealth. Our services include:

 

We offer a Complimentary financial education workshops to help educate you about planning, protecting and preserving the people and assets that are most important in your life. Please join our newsletter to stay up-to-date on all our workshops and industry updates.

Our Mission

We apply technology, intelligence, and a human touch to the challenges of risk management so our clients can intervene early and often while being connected to the critical intelligence they need to pro-actively manage risk.

If the financial services and insurance world is your passion, we would love to meet you to discuss career opportunities.

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