Skip to content
twitterfacebooklinkedininstagramenvelope
Hendel Wealth Management Group logoHendel Wealth Management Group logo
  • Home
  • About Us
    • About Us
    • Our Approach
    • Our History
    • Our Team
      • Our Team
      • Jeffrey Hendel
      • Rinaldo Crassa
      • Morgan Weil
      • Richard Bohner
      • Dennis Byrne
      • Craig Valentine
      • Peter Halliwell
      • Erik Stevens
      • Tracy Prush
      • Krista Svedberg
      • Annette Sciacchitano
      • Ryan Engel
      • Annemarie Honce
      • Emma Stursberg
    • Hendel Cares
    • News & Events
    • WealthWise Strategies
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Our Clients
    • Our Clients
    • Corporate Retirement Plans
    • Women Investors
  • Our Services
    • Our Services
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • Calculators
    • WorthWhile
  • Digital Account
  • Contact Us
    • Contact Us
    • Refer Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Hendel Wealth Management Group
    95 Smithtown Blvd Smithtown, NY 11787-5117 T: 631.239.3000 F: 833.813.9566
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Retirement Planning
  • Media
    • Article
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Read
Read
Is an owner-only 401(k) right for you?
How to determine if this unique retirement vehicle makes sense.
Business Ownership
Don't sleep on these nighttime spectacles and experiences
From total eclipses to swirling auroras, a world of magic awaits behind our dark skies.
Family & Lifestyle
Pay perks: What we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Business Ownership

Are you ready? Let’s uncover the possibility of working together.

twitterfacebooklinkedininstagramenvelope
Hendel Wealth Management Group logoHendel Wealth Management Group logo
  • Hendel Wealth Management Group: 95 Smithtown Blvd Smithtown, NY 11787-5117
  • T: 631.239.3000
  • F: 833.813.9566
  • Map & Directions
  • Map & Directions

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.

2025 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 48,944 nominations were received and 9,722 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3E2gIf4. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hendel Wealth Management Group and Nazareth Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use