Preserving capital. Saving tax. Staying financially organized. We call it smart money.

Our mission is to provide you with the best financial planning and wealth management guidance we can in Tampa and surrounding areas, every day. We help you to organize, integrate and simplify your financial life so that you can put your money to work, the smart way.

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A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.


Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in striving to reach your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Our Team

Services

 

Financial Planning

Sound financial planning inherently assumes that everyone’s individual financial and life circumstances are unique. We believe financial planning is more of a process than a destination. We begin our process by learning about you, your goals, and your family’s financial history. 
 

Wealth Management

Our retirement planning services extend to both the accumulation and distribution stages of retirement. Our goal is to assist you in retiring comfortably with an expectation that your resources will be available throughout your lifetime.
 

Business Succession Planning

For entrepreneurs, putting a business succession plan in place is an important part of designing a wealth management plan. Heath Wealth Management helps privately owned firms with succession planning and management issues.

Our Team

We help build, manage, preserve and transition wealth for anyone!

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