Financial Life Planning Firm in Scottsdale, Arizona Committed to Your Personal Goals
Heintz Wealth Management is a financial life planning and investment management firm that takes a unique approach to first understand what’s most important to each client, and then provide strategic plans in an effort to align financial resources with lifelong goals. Inspired by practices from the Kinder Institute of Life Planning, our Financial Life Planning process guides individuals and families as they connect their money to their time, talent and energy in meaningful ways — with financial plans that speak to the person as a whole; not just the facts and figures.
Our Difference
Personal
Our focus on the human element sets us apart. We balance the values and relationships you’d expect from a boutique firm with the expertise, loyalty and disciplined process you’d expect from an industry leader.
Network
Our nationwide network of professionals, including insurance experts, attorneys and accountants, enables us to assist with multiple aspects of creating and executing sound financial plans.
Fee Only
As a fee-only investment advisor, our fees come directly from clients — which means we don’t receive commissions for the products we sell. Our duty is to act in your best interest, rather than for higher commissions.
Meet Bud Heintz: Founder and President
Bud Heintz is the Founder and President of Heintz Wealth Management in Scottsdale, Arizona. A CERTIFIED FINANCIAL PLANNER™ and Registered Financial Life Planner®, Bud brings nearly three decades of financial experience to the helm of the firm. He builds tailored plans that align with long-term goals and experiences while building strong relationships with each of his clients.
Bud is passionate about all things investing and keeps a close watch on market trends to deliver ideal strategies that lead to equally ideal outcomes for his clients. His strengths, insights and expertise drive the firm’s ability to execute robust financial plans through an investment process that focuses on achieving lifelong goals and clients’ respective desires.
Prior to launching Heintz Wealth in 2014, Bud co-founded and oversaw a boutique wealth management firm in Phoenix that provided financial planning and investment advisory services to high-net-worth individuals and families. He also held numerous positions with Fidelity Investments, first trading individual bonds and options, then providing personalized investment guidance. He also worked for Charles Schwab, exclusively providing high-net-worth clients with comprehensive financial plans.
Bud earned his Bachelor of Science degree in finance from Eller College of Management at the University of Arizona. He is an active member of the Financial Planning Association of Greater Phoenix and former President of the Board of Directors.
When not helping clients reach well-rounded financial solutions, Bud lives and plays in Scottsdale, Arizona. He has a son and daughter who are active both in and out of school. He loves the outdoors and is usually found hiking or biking on the weekends. Bud also has a private pilot’s license.
Personal Insights
Is Bud your real name?
I’ve had the nickname Bud, or Buddy, since childhood (though Edward is my real name). My father and son share the same nickname, so it can be confusing yet fun around the dinner table.
What’s something most people don’t know about you?
I’m adopted. I was raised by two amazing parents who worked hard to put me through college and always told me to work with my brain and not with my hands. When I was 20, I met my birthmother and was fortunate enough to have two great families in my life.
What’s the biggest adversity you’ve faced?
Seeing my mom be diagnosed, suffer and die of cancer. Because of this, I live every day as if it’s my last, have fun, don’t take things too seriously, and do things that would make her smile. This experience also played a role in my emphasis toward life planning and not just financial planning.
What’s the craziest thing you’ve ever done?
I ran with the bulls two days before doing a Gran Fondo (an amateur biking event) in southern France. I trained for the previous seven months to be ready for riding a stage of the Tour de France in the Pyrenees, and figured while we were in the area, we might as well make a visit to Pamplona to test our running skills.
What do you do for fun?
I’m a passionate cyclist, hitting both mountain bike trails and the road regularly. I’ve competed in races around the country, including numerous 24-hour team competitions. Being outside in nature, either on the bike or on foot, is important for me to put life into balance.
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