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 his expertise in the area of Insurance Planning. He earned his Bachelor of Science (B.S.) degree in Business and Marketing from Indiana University of Pennsylvania. In addition to being a fully insurance licensed, Dan also holds the "Series 7-General Securities Representative Exam" and Series 63 (Uniform Securities Agent State Law Exam) securities licenses.
Helping clients establish and achieve their long-term financial goals is Dan’s mission. He knows that whether a client has a need for wealth creation, wealth accumulation, wealth preservation or wealth transfer, every person and situation is unique and requires solutions that are customized, highly personal and comprehensive.
Working as an independent firm, Dan is not tied to any proprietary products. Once a plan is agreed to and suitable investment and insurance solutions are implemented, plans and products are frequently reviewed. Fees are competitive and fully disclosed since HWM has always operated within a fiduciary standard.
Prior to joining HWM in 2004, Dan was the owner of several Play It Again Sports franchise businesses in the tri-state area. His prior experience managing all aspects of a retail operation has significantly helped to direct the growth of HWM.
Shortly after graduating from IUP, Dan married his college sweetheart Lauri, is the proud father of four children and they reside in Scott Township. He is an avid local sports fan and also active within the community. His family is very involved at Our Lady of Grace Catholic Church, where Dan also coaches their high school basketball team which competes within the Diocese of Pittsburgh Catholic Youth Organization.