Phil Henry Email and Phone Number
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Work: 412-838-0200 Email: Phil@HenryWealth.comWebsite: www.HenryWealth.comAt Henry Wealth Management, "The First Thing We Earn is Trust."I am an experienced financial professional, having started in this industry in 1983. After 20 years as an associate within a large national firm, I founded my own firm in 2003. Henry Wealth Management is an independent advisory firm. offering securities through Kestra Investment Services, LLC. At Henry WM, we realize "The First Thing We Earn is Trust." We would welcome the opportunity to have an introductory conversation with you, to determine if our firm could be a right fit for you. Disclosure: (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Henry Wealth Management is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered representatives and Investment Adviser Representatives of Kestra Investment Services, LLC. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Investment Services, LLC Compliance Department at 512-697-6000
Henry Wealth Management
View- Website:
- henrywealth.com
- Employees:
- 4
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PresidentHenry Wealth Management Nov 2002 - PresentHenry 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.
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FounderPhilhenrypowergospel.Org May 2016 - PresentBridgeville, PaFounded in 2016, the Phil Henry Power Gospel ministry features frequent, short "Power Message" videos, as well as "Power Blogs." For more information, please visit our website!
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Financial AdvisorAllmerica Financial (Formerly Sma Financial Services) 1982 - 2002
Phil Henry Skills
Phil Henry Education Details
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Business Administration -
Wheaton Warrenville HsCollege Prep
Frequently Asked Questions about Phil Henry
What company does Phil Henry work for?
Phil Henry works for Henry Wealth Management
What is Phil Henry's role at the current company?
Phil Henry's current role is Helping our clients make important financial planning and asset management decisions, before and during retirement. President at Henry Wealth Management.
What is Phil Henry's email address?
Phil Henry's email address is ph****@****btv.net
What is Phil Henry's direct phone number?
Phil Henry's direct phone number is +141249*****
What schools did Phil Henry attend?
Phil Henry attended Indiana University Of Pennsylvania, Wheaton Warrenville Hs.
What skills is Phil Henry known for?
Phil Henry has skills like Financial Services, Small Business, Asset Allocation, Wealth Management, Wealth, Life Insurance, Investments, Financial Planning, Portfolio Management, Investment Strategies, Iras, Securities.
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Phil Henry
Cybersecurity Practitioner | Ai Evangelist Developing Innovative Solutions | EducatorOrlando, Fl -
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Phil Henry
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