About Dalewood Wealth Management
Mission
At Dalewood Wealth Management, our mission is to enhance the financial well-being of our clients by delivering an unparalleled wealth management experience—one that larger institutions and RIAs simply can’t match. We tailor our level of involvement to each client’s specific needs, serving as the “CFO” of their personal financial lives.
Through thoroughness, dedication, and genuine care, we strive to make a meaningful difference for every client we serve.
Who We Work With
We partner with individuals across a broad range of financial situations—whether you’re navigating the complexities of the Unified Tax Credit or opening your first retirement account. Our most important requirement is ensuring a mutual fit so we can work together effectively.
About the Founder
Nick Hengl, CFP®, EA, has been working in the Financial Services for over a decade and is committed to the betterment of his clients’ financial wellbeing. He is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent with the IRS. Nick received a Bachelor’s degree in Psychology with a Minor in Education & Applied Psychology from the University of California, Santa Barbara. His early professional years were spent in behavioral and public health research—these formative years had a deep impact on his understanding of behavioral finance and the importance of human behavior in financial decision making.
Nick lives in Walnut Creek, CA with his wife, Ashley, their cat, Bertha, and dog, Zoe. He spends his free time writing music and gardening.
Where did the name “Dalewood” come from?
Dalewood Wealth Management was named after a small park located in Nick’s childhood neighborhood. This park and its namesake, Dalewood Drive, were central features of “The Downs” neighborhood of Orinda , CA. Constructed in 1993, Dalewood Park came to represent a feeling of independence for kids in the neighborhood while also providing the security of being nestled amongst friends and neighbors.
Orinda is known for its oak-strewn, rolling grassy hills. Thus, dales—wide, gently sloping valleys—are a common geographic feature. Dalewood Drive was constructed within such a wooded dale and served as a primary corridor in and out of the Orinda Downs.
