200 Fifth Ave. 7th Floor Waltham, MA 02451 (781) 290-4900

Joseph Henry

Joseph E. Henry, CFP®

Senior Financial Advisor, Principal

Joe is a CERTIFIED FINANCIAL PLANNER™ who has served the firm since 2015.  Joe advises high-net-worth individuals and families by providing them with comprehensive wealth management plans. His areas of specialty include multi-generational planning, portfolio management, as well as estate and tax planning.

Joe earned his bachelor’s degree in finance from the Mario J. Gabelli School of Business at Roger Williams University. He was on the dean's list and captain of the men's varsity basketball team.

Raised in Medway, Massachusetts, Joe now lives in Andover with his wife, Laura, and daughters, Skylar, Peyton and Remi. In his spare time, he enjoys competitive sports, cooking and spending time with his family.

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