Broker Check

HWM Services

The professionals of Henry Wealth Management offer a comprehensive approach to servicing all of your financial planning needs. Whether you are just starting out, nearing retirement or already there, we have the needed building blocks to help you achieve the goals set forth in your financial blueprint.

Financial Planning 
Our approach to financial planning is comprehensive. We specialize in the following areas:

  • Financial Independence and Retirement Income Planning (HWM MoneyMap)
  • Retirement Account Allocation Planning
  • College Planning
  • Estate Planning

Investment Management 
Once your financial plan is in place, as in independent advisors, we execute using a wide selection of investment vehicles, including:

  • Mutual Funds
  • Institutional and Trust Account Asset Management
  • Traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP Plans
  • Fixed and Variable Annuities
  • Section 529 College Plans

Insurance Protection
Because of unforeseen events in life, it is important to consider having proper insurance in place to protect yourself, your business, and your loved ones. The Henry Wealth Management professionals have extensive knowledge in areas of:

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Fixed Annuities
  • Life Insurance Settlements

Professional Collaboration
We desire to work closely with your other trusted advisors, including legal and tax professionals, to ensure we are taking a comprehensive view of your financial life.