A thoughtful, service oriented advisor, Henry focuses on building and preserving wealth for his clients and he encourages his clients to develop their own vision of wealth. Through a continuous discovery process, Henry applies his knowledge to each client’s unique circumstances to meet their evolving needs. Henry believes a comprehensive review of his clients' insurance needs is also a vital step in the process, so clients can rest assured that they have planned for unforeseen circumstances that could affect their lifestyle goals.
With patience, conviction and an unrelenting focus on building wealth for the future, Henry helps clients to systematically and opportunistically accumulate shares in a diversified group of high quality, dividend paying stocks.
Henry has helped many families and individuals realize their vision of sustainable wealth – regular, reliable and tax efficient cash flow for now and future generations.
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