Broker Check

Kestra Financial - Bridgeville, PA

The First Thing We Earn Is Trust

Call Us: (412) 838-0200

 

Our Services

The professionals of Henry Wealth Management offer a true comprehensive approach to servicing all of your financial planning and investment needs. Whether you are just starting out and saving or in retirement and reliant upon a fixed income, we have the proper building blocks to help you achieve the goals set forth in your blueprint.

Financial Planning: Our approach to financial planning is comprehensive. We specialize in the following areas:

  • Financial Independence Planning and Projections
  • Retirement Account Allocation Planning
  • College Planning
  • Estate Planning

Investment Management: Once the financial plan is in place, we execute that plan by using the right investment for you. As independent advisors, we have access to the widest selection of investment vehicles available in the industry including:

  • Mutual Funds
  • Institutional and Trust Account Asset Management
  • Traditional, Roth, SEP, SIMPLE IRAs
  • Solo 401(k)
  • Variable Annuities
  • Section 529 College Plans

Insurance Protection: Because there are events in life that are often times unforeseen, it is important to have the proper insurance in place to protect yourself, your business and your loved ones. The Henry Wealth Management professionals have extensive knowledge in areas of:

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Fixed Annuities
  • Life Settlements

Professional Collaboration: We will work closely with your other trusted advisors to ensure a complete view of your financial life is being examined. We can work directly with other partners like accountants, attorney and coaches in the following areas:

  • Tax Planning/Tax Preparation
  • Legal and Estate Planning
  • Property and Casualty Insurance
  • Banking Products