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 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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How to help determine life insurance needs to provide for your family after you pass away.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
For many, retirement includes contributing their time and talents to an organization in need.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Why are 401(k) plans, annuities, and IRAs so popular?
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?
Even low inflation rates can pose a threat to investment returns.