Broker Check

Important Announcement about Henry Wealth Management Succession Plan

June 13, 2022

Henry Wealth Management is pleased to announce a succession plan! In the works for more than three years now, we are thrilled to share that RetireRight Financial Planning, led by Chris Cannon and Tyler Cox, have transitioned their business from their former broker-dealer to ours, Kestra Financial. 

In addition, we are in the midst of expanding our offices and by the end of July, 2022, the RetireRight team will be housed into shared space with us.

While this announcement in no way impacts our relationship with our clients at this time, it is our intent to merge our firms together down-the-road. Yet for now, we'll get to work closely with these talented professionals, sharing ideas and collaborating on best practices.

Click here to watch this short YouTube video to see what new alignment means for our clients, both now and into the future: The Future of Henry Wealth Management and RetireRight Financial Planning´╗┐

Our mantra and focus has been, and remains this: "The First Thing We Earn Is Trust."