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 Henry and Dan Henry put 34 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 .

Please also view our brief Henry Wealth Management introductory video below;

 



 

Henry Wealth Management Current Information

January 7, 2012 HWN ONEpoint Newsletter

       Finding a 'Tom Brady-like' Investment Manager

September 23, 2011 HWM ONEpoint Newsletter

         Avoiding Market Timing Temptations

August 4, 2011 HWM ONEpoint Newsletter

         Investment Policy in Light of Post-Debt Crisis