Services

Providing Everything You Need

Money Management

Trust in Managers'

Your managers’ track record is a huge determinant of his investing prowess. David Henney has been managing money and has consulted on large pension plans for over 30 years. He has made a name for himself not by hitting financial homeruns in the market but by consistently and continuously creating sizeable returns through bull and bear markets.

Why Henney Wealth?

Have the right team working for you.

People choose Henney Wealth Management for 3 key reasons:

Transparency
Performance
Low Volatility

Many of life’s challenges involve making tough financial decisions. Issues such as money management, retirement planning, and understanding investment risk and returns are just a few of the difficult decisions one has to make in order to build a strong financial foundation. Most importantly, you want to feel confident that you’re making good decisions that are moving you in the direction of your goals. This is why people turn to Henney Wealth Management.

We know how hard it is to find the right financial advisor; an advisor who only represents his or her clients and has no conflicts of interest, an advisor who works for his clients on a pure fee basis.

The Henney Wealth Management team has been managing money and advising clients on a multitude of financial issues for over 20 years.

Retirement Planning

Comprehensive Financial Advice combined with Excellent Service

What is your retirement plan at this point in your life? Do you know how much money you will need to retire?

In an economic and political environment that changes so fast it is important to have an advisory team that has the education and expertise to review and recommend retirement plans to help clients reach their financial goals.

There are many variables that must be considered in building a retirement plan:

Age to retirement
Life expectancies
Investment returns projected on your portfolio
Income tax rates
Pension plans
Fixed versus variable expenses in retirement years
Medical expenses
College expenses

That is why you need expert advice. You need Henney Wealth Management. We are more than just a money management firm. We have been advising clients on a multitude of issues and financial matters for over 20 years.