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Herr Capital Management

Herr Capital Management

Categories

Financial Planning & Services

About

Herr Capital Management, LLC is an independent, fee‑based financial planning and investment management firm that’s guided by a fiduciary approach, meaning they’re legally and ethically bound to act in their clients’ best interests. For over 30 years, the firm’s team of credentialed professionals has crafted personalized financial & wealth strategies for high-net-worth individuals, families, and businesses—delivering services that include retirement planning, wealth management, tax and estate planning, and employee-benefit consulting. They emphasize collaboration, accuracy, and proactive guidance, partnering with clients to define life goals and adapt financial plans as circumstances evolve. Positioned as a boutique advisory practice, Herr Capital leverages serves a limited number of clients to ensure stronger relationships, personal attention and custom solutions.

Contacts

Terrence Herr

Finance & InsuranceFinancial & Investment ServicesFinancial Planning & ServicesInsuranceBusiness Services
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