What We’re Made Of… 

It’s our job to navigate the increasingly complex financial world and to break down the moving parts into a cohesive and easy-to-understand action plan. It’s your job to ask questions, take ownership of your plan and work towards your goals.

When selecting your wealth management team, there are a lot of things to consider. You’ll want a partner who has deep institutional knowledge from years of experience. You want to know that the advice you receive will be objective and specific to you and your need. And most importantly, you’ll want an advisor you can trust.

At Heath Wealth Management, we want you to know what we’re made of:

 

 

INTEGRITY

Integrity is the foundation of our entire business. We’ll always be forthright and honest about how to address your financial situation.

 

PERSONAL

Our team and our clients are like family. We will treat you as such, customizing a plan for your needs.

 

MEANINGFUL

Our team’s broad spectrum of qualifications, skill sets, licenses, and experience offer unique perspectives and creative, insightful guidance.

 

COLLABORATIVE

We share ideas, knowledge, and feedback freely and work together seamlessly to harness the most success for every client’s plan.

 

COMMUNICATIVE

Expect to hear from us, sometimes just to check-in. We believe an informed client is a better advocate for his or her interests and keeping the lines of communication open ensures we’re always moving forward together.

 

PROACTIVE

As we continually monitor and review your financial plan, you may hear from us with new ideas on how to ensure your finances are working optimally for you.

 

OBJECTIVE

As an independent firm, our compensation is not based on how much we sell. We are wholly invested in our client’s satisfaction and success and provide guidance based on our mutual goal of supporting your financial goals.

Work With Us.