We help you create, protect and enhance your wealth with simple, time-proven financial planning strategies. We can help in the areas of financial planning, investment management, life, disability insurance and long-term care insurance. Explore our brief yet entertaining Henry Wealth MOMENT videos to be educated on a number of financial topics. We produce and curate content from others to keep you abreast of important and interesting financial planning items.
Services
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 is the founder and president of Henry Wealth Management (HWM), a Bridgeville, PA-based financial services firm.
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.
One of the more common financial situations we help our clients navigate is rolling over an existing 401(k). They can often seem like an unpacked box from a former job, just sitting there collecting dust. It's not unusual for people who have worked for multiple employers to have accumulated more than one.
At HWM, your family's future and their dreams are what typically drives much of our financial planning. But if something unforeseen should happen, you'll want to protect their interests and keep their futures secure. A properly comprehensive insurance policy gives you the peace-of-mind knowing your investments and your beneficiaries are protected.
Some people don't like the word retirement, so let's call it what it is: your "work-optional" years. Whether you have a fixed date in mind to retire or want to maximize your options down the road, HWM has the experience and tools to help you achieve your goals. The road to successful and comfortable retirement years requires doesn't just present itself.
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Lawrence Shea
Oct 20, 2020
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