Heil & Associates
Heil & Associates have over 100 years of collective experience customizing wealth management strategies and delivering concierge-level service to clients and families. Clients include primarily business owners, corporate executives and entrepreneurs who value a strong work ethic, a clearly defined investment process and a collaborative approach to managing their wealth. We believe that these are among the reasons many of them have elected to work with our team for decades. We are honored that as clients have retired or relocated, they have chosen to continue working with our team. We have found that geographical distance is no obstacle to building and maintaining long–term relationships based on professionalism and personalized service.
Our approach to wealth management extends beyond investments, integrating the various moving parts of clients’ financial lives. This approach is designed to help them grow and preserve their wealth, as well as manage risk along the way. Whether a client is preparing for retirement, saving for a child’s education or transferring wealth to the next generation, each goal is prioritized and coordinated. We are committed to providing a level of service and attention to detail that significantly exceeds expectations.
Our commitment to clients and our community
Community service is very important to our team members. We value volunteerism and are devoted to making a positive difference in the community where we work and live. Over the past several decades we have been fortunate to build a successful business and believe strongly in giving back.
In serving clients, we adhere to the following principles.
Every client has a unique set of goals, challenges and aspirations. As a result, Heil & Associates provides a customized wealth management strategy tailored to your individual circumstances. Our process begins with a conversation in which we seek to discover where you are today and where you want to be tomorrow. We go beyond balance sheets and financial statements to learn what's most important to you and why.
Based on what we learn, we design a wealth management strategy that takes into account the priority of your goals, liquidity needs, time horizon and risk tolerance. In developing the strategy with you, we seek to:
-
Clarify goals you deeply value
-
Avoid unnecessary lifestyle sacrifice
-
Minimize investment risk
Throughout our relationship, we will communicate with you to review the progress we are making towards your goals and to remain informed about changes in your life that could impact your financial outlook. Our reviews will include our global outlook, evaluating your asset allocation and progress toward your goals.
We believe there is more to wealth management than just investments, and, with your permission, we will collaborate with your attorneys and accountants to see that all aspects of your financial life are coordinated.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
