You have a vision of your future, a mental blueprint. It may include educating your children, starting or selling a business or retiring with a handsome lifetime income. Protecting loved ones from unforeseen events may also be a priority. As partners (and brothers), Phil and Dan Henry put 32 years of experience to work for you. Here is what you can expect from them as your Architects for Wealth:

  • Listen, probe and collaborate
  • Develop a customized blueprint
  • Implement agreed to plans using high quality investment and insurance vehicles
  • Utilize independent custodians to help ensure the security of clients' assets
  • New-fashioned technology - 24/7 web access and monthly account updates 
  • Old-fashioned service - frequent communication and prompt attention to inquiries
  • No hidden agendas - they work for you as independent planners

Henry Wealth Management builds long-term, caring and trusting relationships. Your successful financial future may depend on developing and implementing a sound financial blueprint with a firm you can trust. Consider Henry Wealth Management as your Architects for Wealth.

For more information, please refer to the Welcome Letter.

 

Henry Wealth Management Current Information

 

Henry Wealth Management Current Information

May 24, 2010 - HWM Onepoint!

May Madness and Investor Fears

April 15, 2010 - HWM ViewPoint Newsletter

March Madness and Investor Madness

January 16, 2010 - HWM ViewPoint Newsletter

Hello Goodbye 2009, Indices Performance, Medicare Q&A, RMDs Explained