Wealth Management
Holistic Wealth Management services designed with you in mind.
Our wealth management team focuses on the affluent individuals, families and businesses. We understand that it takes specialized abilities to unravel the complexities of managing and leveraging assets to their full potential.
Our Team
Wealth Management Advisors
Jeremy Heavey, AIF®, NSSA®
Financial Advisor
Scott Higgins, AIF®, CFP®, CPFA®, NSSA®
Financial Advisor
Our Approach
Our Philosophy
Our consultive planning approach takes into account your attitudes, beliefs and values to develop personalized financial advice that is in your best interest.
Clients seek our experience in these areas
- Developing client goals
- Managing cash flow
- Preserving or increasing wealth
- Achieving financial wellbeing
- Identifying and managing risks
- Providing for education needs
- Identifying tax considerations
- Pursing philanthropic interests
- Addressing estate and legacy matters
- Preparing for retirement
- Managing the financial effect of health considerations
What to Expect
Our Engaged Consultive Approach Will
- Compare your investment performance
- Measure success against financial benchmarks
- Continuously monitor financial planning relationship
Fiduciary Commitment
AIF® Designation
Our advisors have attained the Accredited Investment Fiduciary, AIF® designation.
The AIF® designation is one of the top financial certifications per U.S. News & World Report.
This certifies that our advisors must adhere to a standard of acting in the best interest of the client.
