Say hello to
Heller Wealth Management
Why us?
While Wealth Management is our profession, enabling people to comfortably and confidently pursue their personal goals, dreams and ambitions is our passion. Simply put, keeping your life’s net-worth working for your life is what we live for.
The promises are ours. The benefits are yours.
We never forget who we’re working for. At the end of the day, it’s about what works for you. For your life, your journey – and whatever is yet to be.
- It’s a relationship. It’s not a word we take lightly. The very foundation on which our business is built is the trust borne of fulsome knowledge and open, candid communication. Every conversation is in complete confidence. And your every confidence is what we strive most to earn – and be entrusted with.
- Everything counts. By everything, we mean all aspects of one’s financial life. From income to investments to insurance, taxes, tuition financing, estate planning, business transfer or succession, every facet of a client’s unique financial picture is reviewed, assessed and – most importantly – discussed in terms of building a robust, resilient financial future.
- Unbound and unbeholden. As a fiduciary, our first and only responsibility is to you, the client. Rather than receiving commissions or incentives from investment funds or brokerages, we operate on a fee-for-service basis. This means that the financial plans we create and the investment portfolios we manage are always done so with only your best interests in mind.
- All in. All the way. Seamless, cohesive teamwork is a hallmark of our approach.
And the team we’re on is yours. We ensure that everyone in your life who needs to be included or consulted is always fully informed in a timely, collaborative, sensitive and supportive manner. To us, all-in-this-together’ really means ‘we’re all in’.
Our Purpose
We rise every day with one mission in mind; to enhance and fortify our clients’ faith in their own lifelong financial well-being. That well-being is what enables people to pursue their personal aspirations and passions with confidence. And it’s as much about the here-and-now as it is about the future. Our purpose and approach is based in large part on the premise that lifetime financial security is firmly rooted in every day financial resilience.
Say hello to our team.
There may be no ‘I’ in ‘team’, but there is definitely an ‘A’, and that’s the rating of everyone who works here. Our team working out of Melville, NY is comprised of real people – who also happen to be real smart, real professional, real efficient, real proactive, real dedicated, real friendly…
President
Wealth Manager
Wealth Manager
Operations Manager
Associate Wealth Manager
