President
CurrentHenry Wealth Management, LLC provides independent financial planning services to retirees, surviving spouses, corporate executives, professionals, small business owners and non-profit institutions. I founded our firm in 2002 and serve as its president, having begun my career in the financial services industry in 1983. My brother Dan joined our firm in 2004 as a financial advisor and partner. We view ourselves as financial architects, working closely with clients to create and closely monitor a financial plan. Asset management programs are utilized for growth and income purposes while insurance vehicles afford needed family protection or liquidity for anticipated estate taxes. We are not aligned with any particular investment provider or insurance company. Our recommendations are free from any conflicts of interest that can limit planners operating within a "proprietary culture", where the planner is affiliated with a company that also manufactures products to sell.Henry Wealth Management prefers to generate level, fee-based revenue as opposed to up-front commissions. This reflects our desire to build and maintain long-term relationships and necessitates a high level of service.