Henry Wealth

 

You have a vision of your future, a mental blueprint. It may include educating your children, starting or selling a business, and/or retiring with a handsome lifetime income. Protecting loved ones in the event of unforeseen events may also be a priority.

Despite goals, you may lack the time, talent or temperament to execute and monitor your plans.

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 our Welcome Letter.

 

Henry Wealth Management Current Information

April 30, 2009 - Present BusinessKillers to South West Communities Chamber of Commerce

April 15, 2009 - Two Perspectives on the Current Recession - HWM ViewPoint Newsletter

March 5, 2009 - How Low Can We Go?- HWM ViewPoint Newsletter

February 17, 2009 - 2008 Recession vs. Depression - HWM ViewPoint Newsletter

December 19, 2008 - The Security of Your Account - HWM ViewPoint Newsletter