Our Process
Let’s Get To Know One Another…
The first step is to get to know you and your individual unique circumstances. Our focus is to understand your goals and develop a plan to reach them. We ask the right questions, listen, and evaluate your financial needs — and only then build plans designed with the aim of helping reach your financial and personal goals. We recognize that you have entrusted us with your financial future and we take that very seriously.
From the moment we speak on the phone for the first time, to our quarterly reviews, and every step in between, working with the team at Heath Wealth Management is an experience that makes you feel like you’re in the right place — like you’re at home.
Never a fee for a phone call. Never a fee for a meeting. It’s what we’re here for.
We treat your wealth like we would treat our own family’s. When something arises in your life that affects your financial plan, we want you to feel comfortable calling us, no matter what the situation. We’re in this together for the long-haul.
Our goal is to provide sound investment solutions, superior client service, and wealth advice. You can have confidence knowing that you’ve got all the information required to make the best decisions for you and your family.
