Heintz Wealth Management is passionate about helping individuals and families connect their money to their desired lifestyles with financial life planning that goes beyond the facts and figures. Led by CERTIFIED FINANCIAL PLANNER™ and Registered Financial Life Planner^® Bud Heintz, our unbiased approach focuses on the human element — balancing your values with our expertise, loyalty and disciplined process.

“Life planning” doesn’t mean having every minute of every day figured out — but rather, being able to look back and say you’ve found fulfillment in every step along the way. Through ongoing conversations and collaboration, and with a deep appreciation for each client’s changing desires in all stages of life, we connect customized financial plans and investment solutions to your specific long-term goals.

• We personally handle all your financial planning, portfolio design and management
• We don’t act as a middleman between you and your portfolio; no third parties here
• We happily collaborate with your existing advisors, like accountants and attorneys
• We go above and beyond to guide you toward a lifetime of financial and personal clarity