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 from unforeseen circumstances 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 our Welcome Letter.

 Henry Wealth Management Current Information

January 16, 2010 - HWM ViewPoint Newsletter

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

October 8, 2009- HWM ViewPoint Newsletter

Dow Jones at 10,000…remember / IRA to Roth IRA Conversion Opportunities in 2010

July 1, 2009 - HWM ViewPoint Newsletter

Stress Testing Your Financial Independence Goals