At Henry Wealth, we use time-proven financial planning strategies to help successful individuals and families make smart decision about their wealth.
Working Together
Financial Planning Built on Shared Trust
Henry Wealth Management is a proud Pittsburgh-based firm founded in 2003. We are committed to learning about you and your goals and then developing a financial plan to achieve those goals. Your plan will be powered by an investment strategy that utilizes world-class investment managers and top-rated insurance carriers.
We also collaborate with your tax and legal professionals to ensure that your financial, tax, and estate plans are in sync. We hold ourselves to a high fiduciary standard, acting in your best interests, while building deep personal relationships. The bottom line: we are committed to earning the right to become your trusted financial advisers.

Services
We can help in the areas of financial planning, investment management, life, disability insurance, and long-term care insurance.

YouTube Channel
Explore our brief and entertaining Henry Wealth MOMENT videos and learn about a number of important financial topics.

Blog
We produce and curate content from others to keep you abreast of interesting and relevant financial planning news and topics.
Retirement Readiness Checklist
We’ve put together a 20-question Retirement Readiness Assessment to help you understand the key opportunities and challenges of a long, secure, and enjoyable retirement.
Our Planning Process
We believe that clients need to purchase insurance and/or build an investment portfolio as part of a financial plan. How do we develop such a plan? Let me share more in this "moment," using a very simple sports analogy.