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Kestra Financial - Bridgeville, PA

The First Thing We Earn Is Trust

Call Us: (412) 838-0200

 
Looking Forward, Looking Back What Smart Investors Know Making Your Tax Bracket Work

Financial Planning Built on Shared Trust

Welcome to Henry Wealth Management. Our website and graphics may be new, but our approach to financial planning hasn’t changed at all. We want to earn the right to be your financial planner by getting to know you and understanding your goals. Our team is adept at helping chart a financial path for our clients, then navigating the challenges and opportunities along the way. We hold ourselves to a high fiduciary standard – always acting in our clients best interests – while building deep, personal bonds.


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Our experienced professionals have helped many people just like you pursue their financial objectives.

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We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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