At Henry Wealth, we use time-proven financial planning strategies to help successful individuals and families make smart decision about their wealth.
We help you create, protect and enhance your wealth with simple, time-proven financial planning strategies.
Once implemented, you will have a clear understanding of where you stand and where you are going.
With this clarity will also come the confidence of knowing that your financial present and future are secure.
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.
We can help in the areas of financial planning, investment management, life, disability insurance, and long-term care insurance.
Explore our brief and entertaining Henry Wealth MOMENT videos and learn about a number of important financial topics.
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.
Three Investment Principles
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.
MEET GEORGE JETSON. HE WILL IMPACT YOUR PORTFOLIO.