Broker Check

Meet Your Financial Planner Team

Client Centered

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Philip C. Henry, ChFC, CFS


412-838-0200 ext 204

Philip C. Henry is the founder and president of Henry Wealth Management (HWM), a Bridgeville, PA-based financial services firm. After spending the first twenty years of his career with a large financial services firm, Phil founded HWM...

Read more

Daniel L. Henry, CLU

Vice President

412-838-0200 ext 203

Daniel L. Henry is a partner/shareholder with Henry Wealth Management (HWM), a Bridgeville, PA-based financial services firm. He holds the prestigious Chartered Life Underwriters (CLU) designation from The American College, reflecting...

Read more

Tracey Casillo

Client Service Director

412-838-0200 ext 201

Tracey Casillo is the Client Service Director for Henry Wealth Management, LLC. Tracey joined the firm in November 2010 with more than 13 years of professional experience, having previously worked in the healthcare industry. Tracey...

Read more

Lori Lerda

Administrative Assistant


Lori Lerda is an Administrative Assistant joined Henry Wealth Management in August 2020. Her prior experience included six years working as an Executive Assistant at Federated Investors followed by 25 years of raising four children....

Read more