How We Serve
At Heyman Wealth Management, we provide comprehensive, research-driven, and highly personalized financial guidance designed to support your goals at every stage of life. Our mission is to simplify complexity, protect and grow your wealth, and help you make confident, informed decisions.
Whether you are building wealth, navigating major life transitions, preparing for liquidity events, or planning across generations, we offer clarity, structure, and a strategy built around what matters most to you.
Holistic Wealth Management
We integrate all areas of your financial life—investments, planning, taxes, estate considerations, and risk management—into one cohesive strategy. You gain a clear, forward-looking roadmap that evolves as your life and goals evolve.
Comprehensive Financial Planning
Our planning process is designed to turn uncertainty into clarity and opportunity. We help you understand where you are today, where you want to be, and the steps needed to get there.
Key areas include:
Retirement planning
Cash flow planning
Education funding
Major purchase planning
Business planning
Insurance and risk analysis
Tax-efficient goal strategies
Evidence-Based Investment Management
Our investment process is built on research, discipline, and long-term perspective. We construct globally diversified portfolios tailored to your goals, timeline, and risk profile.
Our approach includes:
Strategic asset allocation
Factor-based research
Tax-aware investment selection
Risk management and stress testing
Systematic rebalancing
Ongoing monitoring and communication
Tax-Aware Wealth Strategies
Taxes impact every financial decision. With deep experience through our sister tax practice, we help clients coordinate investment strategies, planning opportunities, and annual tax decisions to reduce drag and improve long-term outcomes.
Services include:
Tax-efficient portfolio design
Tax-loss harvesting
Charitable giving optimization
Retirement distribution planning
Coordination with your CPA (or ours)
Estate & Multi-Generational Planning
We help families build and protect legacies that last. Our planning process provides clarity around wealth transfer, family priorities, and long-term structures for future generations.
Areas of focus:
Estate strategy development
Coordinated planning with your attorney
Multi-generational wealth education
Trust integration and asset alignment
Charitable giving and philanthropic design
Business Owner & Liquidity Event Planning
For entrepreneurs and business leaders, we provide guidance that connects your personal and business financial lives.
We support:
Business sales & liquidity events
Stock option & equity compensation planning
409A valuations coordination
Tax-efficient exit planning
Cash-flow and reinvestment strategies
Business entity selection coordination
Family Office
For families with meaningful complexity, we provide a coordinated Family Office experience that brings clarity, structure, and long-term strategy to every aspect of your financial world. Our role is to simplify oversight, integrate key decisions, and ensure your wealth is protected and aligned across generations.
Our approach includes:
Centralized oversight of investments, planning, tax strategy, and estate structures
Coordination with attorneys, CPAs, trustees, and business advisors
Multi-generational education and governance support
Philanthropic planning and charitable giving strategy
Guidance for complex entities, trusts, and concentrated wealth
Access to sophisticated, alternative investments
We deliver a cohesive framework that helps your family make confident, informed decisions—today and for decades to come.
Ready to Explore What’s Possible?
We help you transform complexity into clarity—and build a financial life that reflects your highest ambitions.