Our Planning Process
Expert Guidance.
Every Step of the Way.
01
Discover
We take the time to understand your goals, priorities, concerns, and financial picture so we can build a strategy tailored to your unique circumstances.
02
Develop
Using the insights gathered, we create a personalized plan that coordinates investments, retirement planning, tax considerations, and long-term objectives.
03
Guide
Financial planning is an ongoing journey. We provide continuous guidance and adjustments as your life, goals, and financial needs evolve.
Helping You Navigate Life’s Financial Decisions
At HarborPoint Wealth Partners, we help make complex financial decisions easier to understand by bringing financial planning, wealth management, and tax and estate planning guidance together in one thoughtful approach. Whether you are aligning your resources with long-term goals, managing and preserving what you have built, or preparing for the future with greater clarity, our team provides personalized advice designed to simplify the path forward.
What Sets HarborPoint Apart
Personal Attention
You're never treated like a number.
Customized Solutions
Advice built around your unique circumstances.
Experienced Perspective
60+ years of combined industry experience.
I have known Ray Henderson since 2012 and have trusted him with both our financial investments and personal counsel. He brings a rare blend of professional excellence and godly wisdom to every conversation. Ray is not only a brilliant financial advisor, but also a man of deep integrity and faith. I recommend his services to anyone seeking sound, values-driven financial guidance.
Don J. Carey, III | Chesapeake, VA
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Chief Operating Officer, Jude 3 Project
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Founder, Chairman, The Don Carey REECH Foundation
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Former Chesapeake City Councilman
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Retired NFL Player
No compensation was provided for this client testimonial.
“I’ve had the pleasure of working with Ray both professionally and personally, for almost 17 years and I highly recommend him. As a financial advisor, he is knowledgeable, thoughtful, and always goes above and beyond for the families that he works with. I refer many of my estate planning clients to him, and without fail, they come back impressed by his professionalism, clear communication, and genuine care for their financial well-being. On top of that, he’s simply a great person. He is someone I trust, respect, and am proud to know and work with. If you're looking for an advisor who truly puts clients first and makes complex financial matters understandable and approachable, Ray is the one to call.”
Angela N. Manz-Seitzinger, Esq.
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Principal, The Law Office of Angela N. Manz, P.C.
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Virginia Beach, VA
No compensation was provided for this client testimonial.
“Ray and I have known each other personally and professionally since 2008. Over many years, our relationship has grown to where I trust him implicitly with my family’s wealth management and our corporation’s financial management and decisions. Ray is a man of deep faith, integrity, and compassion, and I wholeheartedly recommend him to anyone seeking not only sound financial counsel but also a trusted and principled advisor in life. He has become a valued partner to our Board and other advisors. I highly recommend him without reservation!"
Kimberly M. Pasquale, MD, FACS
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Physician, Partner, Eastern Virginia Ear, Nose and Throat Specialists, Inc.
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Chesapeake, VA
No compensation was provided for this client testimonial.
Expert Guidance Delivered to Your Inbox
Get practical insights on retirement, wealth management, and financial planning from the HarborPoint team.
Virginia Beach Office
One Columbus Center
283 Constitution Drive, Suite 540
Virginia Beach, VA 23462
Chesapeake Office
555 Belaire Avenue, Suite 210
Chesapeake, VA 23320
Experienced Professionals. Personal Guidance.
At HarborPoint Wealth Partners, our team brings together experience, technical knowledge, and a personal approach to help clients make confident financial decisions.
With extensive industry experience and advanced professional training, our team is committed to delivering informed guidance and thoughtful strategies tailored to each client’s goals.