Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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The founding of The Heim Group is rooted in a commitment to create tailored investment strategies for our clients. We seek to understand and appreciate the complexity each client faces across the many important facets of their lives.
We serve individuals, families and business owners, working to help each of them achieve their goals and aspirations, however they may define them.
By listening closely to each client, and through our strategies, research and analysis, we seek to manage the risks and provide the insights to keep each client informed and in control.
We believe our approach is well-suited for an increasingly complex, ever-changing world and market, and the varied needs and aspirations of our clients.
Through our focus, commitment and efforts, clients are able to pursue what is most important to them.
Across the range of our award-winning capabilities and services, we strive to consistently deliver an exceptional client experience—what our clients refer to as being, “The Heim Group Experience.”
The Heim Group serves individuals, families and business owners, striving to help each of them—across the many facets of their often complex lives—focus on and pursue what is most important to them.
We are scaled to deliver a differentiated client experience tailored to the individual needs of each client. We work to provide comprehensive investment and wealth management strategies that represent independent thinking and objectivity.
Our clients rely on us to be their advocates in the investment marketplace, helping them bridge where they are today with where they want to be in the future—across both near-term and long-term time horizons.
Ultimately, our approach is designed to deliver confidence and peace of mind.
The Heim Group seeks to grow and preserve client’s wealth. We develop a comprehensive plan that takes into consideration the client’s situation, risk tolerances, time horizons and goals.
We actively manage capital in pursuit of compelling growth opportunities and wealth preservation strategies. Our disciplined process, supported by research and analysis, is built around the client. We work closely with each client, as well as with their other trusted advisors, such as their lawyer and accountant, to develop a complete picture of the client, their situation and objectives. From this, we create a plan that serves as the foundation for our strategic thinking, investment management and wealth management strategies. These can include next-generation planning, charitable gifting and philanthropic services.
Each client relationship is supported by a dedicated team comprised of passionate investment and wealth strategists and tacticians who collaborate to align investment advice and executions with a client’s financial objectives and, more broadly, with their life’s aspirations.
We believe what sets us apart is our commitment to listening to each client—to understanding their unique situation and goals, and then working with them and their other trusted advisors to pursue both their near-term needs and long-term objectives.
While a client’s investment goals are of paramount importance to us, so too are their personal goals and the many other aspects of their often complex lives. In order to create tailored strategies for each client, we strive to achieve a deeply informed view into each client—gaining insight into their situation: financial, personal and aspirational.
We recognize that a client elects to engage in a relationsip with us based on “Fit”, as assessed by the totality of the relationship we will share with them—spanning years, decades and generations. We are honored that many of our clients decide to introduce us to their friends, family and colleagues.
We think clients initially choose us because we represent something they cannot easily find elsewhere in the marketplace, and that they stay with us because of the consistency of their unique experience.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.