Azura Wealth is a group that offers comprehensive and holistic financial planning services for high and ultra-high net worth individuals.
With so many options to choose from to help you plan for and grow your wealth accumulation, it’s critical to find a guide that matches your personal preferences and values. The more turbulent global conditions become, the more important it is to get advice that keeps you stable.
One of Azura Wealth’s core values is simplicity. Their mission is to take a load off your mind by providing clear and concise guidance. Their sole purpose is helping you build your roadmap toward financial stability through wealth accumulation, in a way that works for you.
About Azura Wealth
As defined by the CFP® board, Azura’s guidance spans corporate benefits, insurance, taxes, investments, retirement, and estate planning. Unlike traditional wirehouses, Azura Wealth was founded to help people build and manage their assets as part of a bigger overall plan whose pieces fit together like a perfectly orchestrated puzzle.
While it is critical for investments to outperform inflation and taxes, this also requires a comprehensive view of the overall financial picture in light of the individual’s plans, lifestyle and long-term objectives. Not only does the Azura team assist clients in meeting their financial objectives and securing comfortable lives for themselves, they also assist in planning for effective intergenerational wealth transfer so that their legacy can continue for generations to come.
The Founders of Azura Wealth
Azura Wealth was founded by Michael W. Hanna and Victoria Henning.
Michael is a “Top Of The Table” qualifying member of the prestigious Million Dollar Round Table (MDRT), an elite network of the top 1% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity. He is a graduate of New York University (NYU) with a CFP® certificate and holds the Retirement Income Certified Professional and Accredited Estate Planner designations. Michael is also a board member of the society of Financial Service Professionals (FSP) and an an active member of the Financial Planning Association (FPA), the society of Financial Service Professionals (FSP), the Estate Planning Council of New York (EPCNYC), and the National Association of Insurance and Financial Advisors (NAIFA). Michael was ranked one of the top 100 Financial Security Professionals in America 2021 and 2022 consecutively and #11 Best-In-State Financial Security Professionals in New York 2022. Michael maintains his Series 7 and Series 66 with Life and Health Insurance Licenses.
Victoria is a CFA® charter holder and is also a qualifier of the prestigious Million Dollar Round Table. Her areas of expertise include wealth accumulation, tax-efficient investments, retirement income and distribution strategies, estate and charitable planning, asset protection strategies, and education budgets. Victoria works closely with clients to understand their financial objectives and help them develop a clear, actionable and flexible strategy that will help them achieve those goals over time. Victoria is a graduate of New York University, with a Bachelor of Arts degree in Politics, Economics and Romance Languages (with a concentration in Spanish and French), and has earned her Masters in Economics from the Graduate School at NYU. Victoria is fluent in Spanish and French and is conversant in German. Victoria maintains her Series 7 and Series 66 with Life and Health Insurance Licenses. She was also ranked Top 30 Financial Security Professionals in America in 2021 and #21 Best-In-State Financial Security Professionals in New York in 2022.
Passion Behind Azura Wealth
Azura Wealth is an established company that focuses on high and ultra-high-net-worth individuals and high-income earners primarily in New York, New Jersey, Connecticut, Washington DC, Florida and California. Investors choose Azura for their personal approach, comprehensive financial management and understanding of money psychology. Their passion for helping individuals break through their previous mental limitations of what is possible for them during their lifetime is a keystone to their clients’ success and satisfaction.
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Azura Wealth Advisers is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies, 420 Lexington Ave, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300. CRN202606-4391634