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Kestra Financial - Bridgeville, PA

The First Thing We Earn Is Trust

Call Us: (412) 838-0200

 
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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.   

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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

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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An Inside Look at Retirement Living

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Choosing a Mortgage

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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