About Us

It's about you, not us.

You are the reason Heath Wealth Management exists today. It’s your specific needs, your unique requests of financial professionals you work with, your life goals that drive us to do the work that we do.

After decades of working with our valued clients, the team of advisors here has grown to love coming to work every day. Working as independent advisors, we’re able to closely align with our primary goal of providing comprehensive financial planning solutions for every individual, regardless of socioeconomic status.

Together, we’ll get to the root of the challenges you’re facing and come up with effective solutions. We’ll help take ownership of your plan, become empowered, and execute it. When you work with us, we’re with you every step of the way.