Broker Check

Kestra Financial - Bridgeville, PA

The First Thing We Earn Is Trust

Call Us: (412) 838-0200

 

Financial Planning Built on Shared Trust

Welcome to Henry Wealth Management. Our goal is 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 various challenges and opportunities along the way.  We hold ourselves to a high fiduciary standard, acting in our clients best interests, while building deep personal bonds, desiring to earn your trust.   

Our Services


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

Learn More

Partner View


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

Learn More

Blog


Our team approach offers a range of services to provide more benefits to our clients.

Learn More

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Doubling Your Money

This calculator demonstrates the power of compound interest.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

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

View all presentations arrow

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

View all videos arrow