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.
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A look inside the U.S. government's statistics on household net worth.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Smart investors take the time to separate emotion from fact.
Here is a quick history of the Federal Reserve and an overview of what it does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.