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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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Our team approach offers a range of services to provide more benefits to our clients.

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Helpful Content

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The Best Apps in Travel

Technology tips to make your next trip even better.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Self-Employed Retirement Plans

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

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

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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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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