Heintz Wealth Management, LLC

Overview

Heintz Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm runs primarily discretionary investment relationships and constructs portfolios using pooled public vehicles as the core building blocks. Fee arrangements include percentage of assets under management, hourly billing, and fixed fees, giving flexibility for both ongoing advisory clients and one-off planning engagements. Heintz Wealth Management does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Investment activity centers on public funds and mutual funds, which make up the majority of client assets, while the firm also allocates to third-party real estate managers for alternative exposure. The adviser describes itself as an independent RIA with an individual owner and targets individuals and families rather than institutional mandates or broad capital allocation roles.

Assets & Accounts

Investments & Alternatives

Location & Offices