Welcome To Henry Wealth Management, LLC

Henry Wealth Management, LLC provides independent financial planning services to retirees, surviving spouses, corporate executives, professionals, small business owners and non-profit institutions. I founded our firm in 2002 and serve as its president, having begun my career in the financial services industry in 1983. We view ourselves as financial architects, employing processes in six key areas: 

  • HWM DataPlan gives us a snapshot of your current financial position and an understanding of the financial future you’d like, based on your needs, goals, and dreams.
     
  • HWM MoneyMap is our interactive blueprint that projects stated goals forward to determine their attainability. "What if" scenarios are easily employed, enabling you to visually see if you’re on target in key planning areas (like planning for educational expenses and retirement) or determine viable adjustments.  
     
  • HWM Portfolio Review is a tool to contrast your current investment portfolio against an asset allocation-based strategy, constructed according to your goals, objectives, time frame and tolerance for risk. Key financial metrics measured are historical portfolio performance, level of risk and fees.
     
  • HWM Life Audit is a method of comparing your current life insurance policies and their projected future values against current, competitively-priced options existing among top-rated insurers.
     
  • HWM PartnerView is our consolidated reporting system that our clients receive each month. It contains easy-to-read portfolio and performance information, delivered via a secure password-protected e-mail. This same information is available 24/7 through our website.
     
  • HWM Client Care is our process of monitoring clients’ financial plans and pro-actively contacting them for review appointments.

Henry Wealth Management is not aligned with any particular investment provider or insurance company. Our recommendations are free from any conflicts of interest that can limit planners operating within a "proprietary culture." This can occur when the planner is affiliated with a company that also manufactures products to sell.

Henry Wealth Management prefers to generate level, fee-based revenue as opposed to up-front commissions. This reflects our desire to build and maintain long-term relationships and necessitates a high level of service.

My father, Philip D. Henry, taught us "to place our clients' interests first and only in doing so would we secure our family’s future." I am confident that our values and professionalism, coupled with our relaxed, "no-pressure" style, will prove to be a rewarding decision should you engage us. Feel free to call me personally at 412-838-0200 or email me at Phil@HenryWealth.com. 

Your successful financial future may depend on developing and implementing a sound financial blueprint. Consider Henry Wealth Management as your Architects for Wealth.

 

Sincerely,

Philip C. Henry, ChFC, CFS

President

 

Diversification does not guarantee against loss. It is a method used to help manage investment risk. Past performance does not guarantee future results. Investment returns will fluctuate so that an investor's shares when redeemed may be worth more or less than their original cost.