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.

Insurance Planning

Within the framework of your financial plan, the elements of risk are present in a variety of places. As an integral part of our process, we ensure we have adequately addressed the various elements of risk you may be exposed to. Accidents & illnesses are a part of life. But you can be prepared. When...

College Funding

Have you opened the door to the best opportunities for your children (grandchildren)? Heath Wealth Management can help you to start saving and investing early in order to pay for your children’s college costs. We can help you to make well-informed college planning and college-funding decisions while...

Charitable Giving

Our clients turn to us when they want to create legacy plans to benefit the non-profit organizations most important to them. Many of our clients want to see their capital allocated to social causes that improve the collective well-being of their communities, specifically in Tampa. Our team can help...